Bank of Montreal’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $226K | Sell |
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|
2025
Q2 | $609K | Sell |
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|
2025
Q1 | $2.43M | Buy |
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|
2024
Q4 | $1.54M | Buy |
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|
2024
Q3 | $1.05M | Buy |
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|
2024
Q2 | $779K | Buy |
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|
2024
Q1 | $844K | Sell |
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|
2023
Q4 | $3.17M | Buy |
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|
2023
Q3 | $784K | Sell |
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|
2023
Q2 | $805K | Sell |
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|
2023
Q1 | $745K | Buy |
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|
2022
Q4 | $417K | Sell |
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|
2022
Q3 | $598 | Sell |
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|
2022
Q2 | $1.99K | Buy |
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|
2022
Q1 | $386K | Buy |
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|
2021
Q4 | $449K | Sell |
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|
2021
Q3 | $556K | Sell |
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|
2021
Q2 | $878K | Buy |
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|
2021
Q1 | $814K | Sell |
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|
2020
Q4 | $1.51M | Buy |
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|
2020
Q3 | $890K | Sell |
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|
2020
Q2 | $1.1M | Sell |
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|
2020
Q1 | $2.25M | Buy |
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|
2019
Q4 | $1.18M | Buy |
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|
2019
Q3 | $606K | Buy |
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|
2019
Q2 | $473K | Buy |
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|
2019
Q1 | $131K | Sell |
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|
2018
Q4 | $215K | Buy |
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|
2018
Q3 | $168K | Buy |
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|
2018
Q2 | $122K | Buy |
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|
2018
Q1 | $92K | Sell |
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|
2017
Q4 | $1.75M | Buy |
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|
2017
Q3 | $272K | Buy |
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|
2017
Q2 | $238K | Hold |
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|
2017
Q1 | $238K | Hold |
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|
2016
Q4 | $215K | Sell |
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|
2016
Q3 | $293K | Buy |
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|
2016
Q2 | $319K | Sell |
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|
2016
Q1 | $383K | Sell |
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|
2015
Q4 | $582K | Buy |
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|
2015
Q3 | $377K | Sell |
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|
2015
Q2 | $1.18M | Sell |
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|
2015
Q1 | $1.01M | Sell |
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|
2014
Q4 | $1.09M | Hold |
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|
2014
Q3 | $880K | Sell |
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|
2014
Q2 | $1.14M | Buy |
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|
2014
Q1 | $1.27M | Buy |
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|
2013
Q4 | $716K | Hold |
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|
2013
Q3 | $642K | Sell |
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|
2013
Q2 | $842K | Buy |
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