Campbell & Co Investment Adviser’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 | – | Sell |
-13,908
| Closed | -$744K | – | 1263 |
|
|
2025
Q1 | $744K | Sell |
13,908
-19,083
| -58% | -$1.02M | 0.06% | 534 |
|
|
2024
Q4 | $1.97M | Buy |
+32,991
| New | +$1.97M | 0.15% | 185 |
|
|
2024
Q3 | – | Sell |
-2,666
| Closed | -$247K | – | 1194 |
|
|
2024
Q2 | $247K | Sell |
2,666
-15,150
| -85% | -$1.41M | 0.02% | 899 |
|
|
2024
Q1 | $2.05M | Buy |
17,816
+12,555
| +239% | +$1.45M | 0.18% | 135 |
|
|
2023
Q4 | $636K | Sell |
5,261
-9,627
| -65% | -$1.16M | 0.06% | 595 |
|
|
2023
Q3 | $1.74M | Buy |
+14,888
| New | +$1.74M | 0.21% | 121 |
|
|
2022
Q4 | – | Sell |
-21,189
| Closed | -$2.04M | – | 868 |
|
|
2022
Q3 | $2.04M | Buy |
21,189
+12,377
| +140% | +$1.19M | 0.46% | 26 |
|
|
2022
Q2 | $1.43M | Buy |
+8,812
| New | +$1.43M | 0.39% | 31 |
|
|
2022
Q1 | – | Sell |
-1,636
| Closed | -$400K | – | 775 |
|
|
2021
Q4 | $400K | Buy |
+1,636
| New | +$400K | 0.14% | 266 |
|
|
2020
Q3 | – | Sell |
-1,430
| Closed | -$270K | – | 422 |
|
|
2020
Q2 | $270K | Buy |
+1,430
| New | +$270K | 0.34% | 120 |
|