Capital World Investors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $55.6M | Hold |
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|
2024
Q1 | $69.1M | Sell |
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|
2023
Q4 | $82.8M | Sell |
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|
2023
Q3 | $96.8M | Hold |
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|
2023
Q2 | $89.7M | Hold |
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|
2023
Q1 | $79M | Hold |
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|
2022
Q4 | $92.1M | Sell |
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|
2022
Q3 | $85M | Hold |
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|
2022
Q2 | $143M | Hold |
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|
2022
Q1 | $173M | Buy |
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|
2021
Q4 | $191M | Buy |
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|
2021
Q3 | $162M | Buy |
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|
2021
Q2 | $155M | Buy |
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|
2021
Q1 | $93.8M | Buy |
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|
2020
Q4 | $71.7M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $7.51M | Buy |
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