Bayesian Capital Management’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
Q4 | – | Sell |
-8,200
| Closed | -$207K | – | 304 |
|
|
2025
Q3 | $207K | Sell |
8,200
-4,493
| -35% | -$109K | 0.04% | 459 |
|
|
2025
Q2 | $360K | Buy |
+12,693
| New | +$390K | 0.06% | 352 |
|
|
2025
Q1 | – | Sell |
-20,131
| Closed | -$1.2M | – | 756 |
|
|
2024
Q4 | $1.2M | Buy |
20,131
+5,000
| +33% | +$332K | 0.15% | 202 |
|
|
2024
Q3 | $936K | Buy |
+15,131
| New | +$895K | 0.11% | 253 |
|
|
2024
Q2 | – | Sell |
-6,025
| Closed | -$694K | – | 899 |
|
|
2024
Q1 | $694K | Sell |
6,025
-700
| -10% | -$83.6K | 0.07% | 372 |
|
|
2023
Q4 | $812K | Buy |
+6,725
| New | +$725K | 0.09% | 276 |
|
|
2023
Q1 | – | Sell |
-11,700
| Closed | -$1.3M | – | 919 |
|
|
2022
Q4 | $1.3M | Buy |
11,700
+6,918
| +145% | +$673K | 0.19% | 129 |
|
|
2022
Q3 | $461K | Buy |
+4,782
| New | +$615K | 0.09% | 306 |
|
|
2021
Q1 | – | Sell |
-2,522
| Closed | -$560K | – | 604 |
|
|
2020
Q4 | $560K | Buy |
+2,522
| New | +$520K | 0.15% | 198 |
|
|
2020
Q3 | – | Sell |
-1,422
| Closed | -$268K | – | 588 |
|
|
2020
Q2 | $268K | Sell |
1,422
-3,551
| -71% | -$581K | 0.06% | 377 |
|
|
2020
Q1 | $716K | Buy |
4,973
+1,273
| +34% | +$216K | 0.15% | 201 |
|
|
2019
Q4 | $665K | Sell |
3,700
-600
| -14% | -$96.2K | 0.11% | 240 |
|
|
2019
Q3 | $678K | Buy |
+4,300
| New | +$639K | 0.13% | 217 |
|
|
2019
Q1 | – | Sell |
-10,458
| Closed | -$1.37M | – | 638 |
|
|
2018
Q4 | $1.37M | Buy |
10,458
+1,900
| +22% | +$249K | 0.28% | 88 |
|
|
2018
Q3 | $1.12M | Buy |
+8,558
| New | +$1.01M | 0.18% | 153 |
|
|
2016
Q2 | – | Sell |
-2,844
| Closed | -$295K | – | 463 |
|
|
2016
Q1 | $295K | Sell |
2,844
-376
| -12% | -$35.1K | 0.28% | 152 |
|
|
2015
Q4 | $303K | Buy |
+3,220
| New | +$322K | 0.43% | 96 |
|
Other funds holding HELE
