Bell Investment Advisors’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284 | Sell |
10
-5
| -33% | -$142 | ﹤0.01% | 1837 |
|
|
2025
Q1 | $803 | Hold |
15
| – | – | ﹤0.01% | 1625 |
|
|
2024
Q4 | $898 | Hold |
15
| – | – | ﹤0.01% | 1617 |
|
|
2024
Q3 | $928 | Hold |
15
| – | – | ﹤0.01% | 1615 |
|
|
2024
Q2 | $1.39K | Buy |
15
+5
| +50% | +$464 | ﹤0.01% | 1501 |
|
|
2024
Q1 | $1.15K | Hold |
10
| – | – | ﹤0.01% | 1562 |
|
|
2023
Q4 | $1.21K | Sell |
10
-9
| -47% | -$1.09K | ﹤0.01% | 1529 |
|
|
2023
Q3 | $2.22K | Hold |
19
| – | – | ﹤0.01% | 1220 |
|
|
2023
Q2 | $2.05K | Sell |
19
-11
| -37% | -$1.19K | ﹤0.01% | 1285 |
|
|
2023
Q1 | $2.86K | Sell |
30
-23
| -43% | -$2.19K | ﹤0.01% | 1069 |
|
|
2022
Q4 | $5.88K | Buy |
53
+29
| +121% | +$3.22K | ﹤0.01% | 724 |
|
|
2022
Q3 | $2K | Buy |
24
+18
| +300% | +$1.5K | ﹤0.01% | 1114 |
|
|
2022
Q2 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 1451 |
|
|
2021
Q4 | $0 | Sell |
2
-4
| -67% | – | ﹤0.01% | 1852 |
|
|
2021
Q3 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 1401 |
|