Bridgewater Associates’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
Q1 | – | Sell |
-4,325
| Closed | -$259K | – | 729 |
|
|
2024
Q4 | $259K | Sell |
4,325
-10,732
| -71% | -$642K | ﹤0.01% | 649 |
|
|
2024
Q3 | $931K | Sell |
15,057
-17,595
| -54% | -$1.09M | 0.01% | 610 |
|
|
2024
Q2 | $3.03M | Sell |
32,652
-5,621
| -15% | -$521K | 0.02% | 453 |
|
|
2024
Q1 | $4.41M | Sell |
38,273
-5,539
| -13% | -$638K | 0.02% | 398 |
|
|
2023
Q4 | $5.29M | Sell |
43,812
-5,451
| -11% | -$659K | 0.03% | 358 |
|
|
2023
Q3 | $5.74M | Buy |
49,263
+2,686
| +6% | +$313K | 0.03% | 331 |
|
|
2023
Q2 | $5.03M | Sell |
46,577
-55,273
| -54% | -$5.97M | 0.03% | 310 |
|
|
2023
Q1 | $9.69M | Sell |
101,850
-1,531
| -1% | -$146K | 0.06% | 208 |
|
|
2022
Q4 | $11.5M | Sell |
103,381
-28,140
| -21% | -$3.12M | 0.06% | 232 |
|
|
2022
Q3 | $12.7M | Buy |
131,521
+62,992
| +92% | +$6.08M | 0.06% | 214 |
|
|
2022
Q2 | $11.1M | Buy |
68,529
+3,435
| +5% | +$558K | 0.05% | 309 |
|
|
2022
Q1 | $12.7M | Buy |
65,094
+15,062
| +30% | +$2.95M | 0.05% | 249 |
|
|
2021
Q4 | $12.2M | Buy |
50,032
+3,521
| +8% | +$861K | 0.07% | 168 |
|
|
2021
Q3 | $10.5M | Sell |
46,511
-3,806
| -8% | -$855K | 0.06% | 200 |
|
|
2021
Q2 | $11.5M | Buy |
50,317
+15,226
| +43% | +$3.47M | 0.07% | 199 |
|
|
2021
Q1 | $7.39M | Buy |
35,091
+6,123
| +21% | +$1.29M | 0.07% | 193 |
|
|
2020
Q4 | $6.44M | Buy |
28,968
+15,903
| +122% | +$3.53M | 0.06% | 169 |
|
|
2020
Q3 | $2.53M | Buy |
+13,065
| New | +$2.53M | 0.03% | 225 |
|