Bessemer Group’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 | $8K | Sell |
282
-100
| -26% | -$2.84K | ﹤0.01% | 1890 |
|
|
2025
Q1 | $21K | Buy |
382
+90
| +31% | +$4.95K | ﹤0.01% | 1520 |
|
|
2024
Q4 | $18K | Hold |
292
| – | – | ﹤0.01% | 1551 |
|
|
2024
Q3 | $18K | Buy |
292
+66
| +29% | +$4.07K | ﹤0.01% | 1521 |
|
|
2024
Q2 | $22K | Sell |
226
-350
| -61% | -$34.1K | ﹤0.01% | 1377 |
|
|
2024
Q1 | $67K | Buy |
576
+349
| +154% | +$40.6K | ﹤0.01% | 1247 |
|
|
2023
Q4 | $27K | Hold |
227
| – | – | ﹤0.01% | 1426 |
|
|
2023
Q3 | $26K | Buy |
227
+1
| +0.4% | +$115 | ﹤0.01% | 1434 |
|
|
2023
Q2 | $24K | Buy |
226
+7
| +3% | +$743 | ﹤0.01% | 1501 |
|
|
2023
Q1 | $21K | Buy |
219
+9
| +4% | +$863 | ﹤0.01% | 1372 |
|
|
2022
Q4 | $24K | Hold |
210
| – | – | ﹤0.01% | 1271 |
|
|
2022
Q3 | $20K | Sell |
210
-61,469
| -100% | -$5.85M | ﹤0.01% | 1373 |
|
|
2022
Q2 | $10M | Buy |
61,679
+61,481
| +31,051% | +$9.98M | 0.03% | 226 |
|
|
2022
Q1 | $39K | Buy |
198
+1
| +0.5% | +$197 | ﹤0.01% | 1120 |
|
|
2021
Q4 | $49K | Sell |
197
-1
| -0.5% | -$249 | ﹤0.01% | 1123 |
|
|
2021
Q3 | $44K | Buy |
198
+20
| +11% | +$4.44K | ﹤0.01% | 1076 |
|
|
2021
Q2 | $41K | Hold |
178
| – | – | ﹤0.01% | 1102 |
|
|
2021
Q1 | $38K | Sell |
178
-440
| -71% | -$93.9K | ﹤0.01% | 1062 |
|
|
2020
Q4 | $138K | Sell |
618
-12,075
| -95% | -$2.7M | ﹤0.01% | 802 |
|
|
2020
Q3 | $2.46M | Sell |
12,693
-78,597
| -86% | -$15.2M | 0.01% | 309 |
|
|
2020
Q2 | $17.2M | Buy |
91,290
+8,127
| +10% | +$1.53M | 0.05% | 194 |
|
|
2020
Q1 | $12M | Buy |
83,163
+51,485
| +163% | +$7.42M | 0.05% | 221 |
|
|
2019
Q4 | $5.7M | Buy |
31,678
+900
| +3% | +$162K | 0.02% | 299 |
|
|
2019
Q3 | $4.85M | Buy |
30,778
+1,378
| +5% | +$217K | 0.02% | 306 |
|
|
2019
Q2 | $3.84M | Sell |
29,400
-8,900
| -23% | -$1.16M | 0.01% | 368 |
|
|
2019
Q1 | $4.44M | Buy |
38,300
+14,800
| +63% | +$1.72M | 0.02% | 291 |
|
|
2018
Q4 | $3.08M | Buy |
23,500
+1,100
| +5% | +$144K | 0.01% | 279 |
|
|
2018
Q3 | $2.93M | Sell |
22,400
-200
| -0.9% | -$26.2K | 0.01% | 314 |
|
|
2018
Q2 | $2.23M | Hold |
22,600
| – | – | 0.01% | 381 |
|
|
2018
Q1 | $1.97M | Buy |
22,600
+100
| +0.4% | +$8.7K | 0.01% | 413 |
|
|
2017
Q4 | $2.17M | Sell |
22,500
-6,800
| -23% | -$655K | 0.01% | 384 |
|
|
2017
Q3 | $2.84M | Hold |
29,300
| – | – | 0.01% | 361 |
|
|
2017
Q2 | $2.76M | Hold |
29,300
| – | – | 0.01% | 380 |
|
|
2017
Q1 | $2.76M | Hold |
29,300
| – | – | 0.01% | 403 |
|
|
2016
Q4 | $2.47M | Buy |
29,300
+3,438
| +13% | +$290K | 0.01% | 451 |
|
|
2016
Q3 | $2.23M | Buy |
+25,862
| New | +$2.23M | 0.01% | 408 |
|
|
2016
Q1 | – | Sell |
-16,301
| Closed | -$1.54M | – | 1559 |
|
|
2015
Q4 | $1.54M | Hold |
16,301
| – | – | 0.01% | 474 |
|
|
2015
Q3 | $1.46M | Buy |
+16,301
| New | +$1.46M | 0.01% | 485 |
|