Baldwin Wealth Partners’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $249K | Sell |
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|
2024
Q4 | $354K | Hold |
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|
2024
Q3 | $378K | Hold |
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|
2024
Q2 | $378K | Hold |
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|
2024
Q1 | $354K | Hold |
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|
2023
Q4 | $359K | Hold |
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|
2023
Q3 | $440K | Hold |
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|
2023
Q2 | $524K | Hold |
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|
2023
Q1 | $518K | Hold |
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|
2022
Q4 | $431K | Hold |
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|
2022
Q3 | $401K | Hold |
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|
2022
Q2 | $525K | Hold |
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|
2022
Q1 | $636K | Hold |
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|
2021
Q4 | $834K | Hold |
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|
2021
Q3 | $651K | Hold |
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|
2021
Q2 | $619K | Hold |
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|
2021
Q1 | $578K | Sell |
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|
2020
Q4 | $540K | Hold |
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|
2020
Q3 | $369K | Hold |
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|
2020
Q2 | $377K | Hold |
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|
2020
Q1 | $384K | Hold |
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|
2019
Q4 | $468K | Hold |
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|
2019
Q3 | $411K | Hold |
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|
2019
Q2 | $470K | Sell |
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|
2019
Q1 | $558K | Hold |
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|
2018
Q4 | $398K | Hold |
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|
2018
Q3 | $657K | Hold |
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|
2018
Q2 | $578K | Hold |
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|
2018
Q1 | $643K | Buy |
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|
2017
Q4 | $655K | Hold |
|
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|
2017
Q3 | $547K | Hold |
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|
2017
Q2 | $432K | Hold |
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|
2017
Q1 | $366K | Hold |
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|
2016
Q4 | $405K | Sell |
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|
2016
Q3 | $329K | Hold |
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|
2016
Q2 | $302K | Hold |
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|
2016
Q1 | $338K | Hold |
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|
2015
Q4 | $323K | Hold |
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|
2015
Q3 | $280K | Hold |
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|
2015
Q2 | $388K | Hold |
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|
2015
Q1 | $421K | Sell |
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|
2014
Q4 | $413K | Hold |
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|
2014
Q3 | $394K | Hold |
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|
2014
Q2 | $425K | Hold |
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|
2014
Q1 | $454K | Hold |
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|
2013
Q4 | $428K | Hold |
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|
2013
Q3 | $380K | Hold |
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|
2013
Q2 | $328K | Buy |
|