Carson Wealth (CWM LLC)’s Helen of Troy HELE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $197K | Buy |
6,927
+5,872
| +557% | +$167K | ﹤0.01% | 2180 |
|
|
2025
Q1 | $56K | Sell |
1,055
-344
| -25% | -$18.3K | ﹤0.01% | 2884 |
|
|
2024
Q4 | $84K | Buy |
1,399
+669
| +92% | +$40.2K | ﹤0.01% | 2401 |
|
|
2024
Q3 | $45K | Buy |
730
+450
| +161% | +$27.7K | ﹤0.01% | 2765 |
|
|
2024
Q2 | $26K | Buy |
280
+221
| +375% | +$20.5K | ﹤0.01% | 2940 |
|
|
2024
Q1 | $7K | Buy |
59
+3
| +5% | +$356 | ﹤0.01% | 3504 |
|
|
2023
Q4 | $7K | Sell |
56
-74
| -57% | -$9.25K | ﹤0.01% | 3343 |
|
|
2023
Q3 | $15K | Sell |
130
-53
| -29% | -$6.12K | ﹤0.01% | 2870 |
|
|
2023
Q2 | $20K | Sell |
183
-35
| -16% | -$3.83K | ﹤0.01% | 2632 |
|
|
2023
Q1 | $21K | Sell |
218
-28
| -11% | -$2.7K | ﹤0.01% | 2469 |
|
|
2022
Q4 | $27K | Sell |
246
-6,614
| -96% | -$726K | ﹤0.01% | 2152 |
|
|
2022
Q3 | $662K | Buy |
6,860
+331
| +5% | +$31.9K | 0.01% | 673 |
|
|
2022
Q2 | $1.06M | Sell |
6,529
-21
| -0.3% | -$3.41K | 0.01% | 549 |
|
|
2022
Q1 | $1.28M | Sell |
6,550
-1,085
| -14% | -$213K | 0.01% | 502 |
|
|
2021
Q4 | $1.87M | Buy |
+7,635
| New | +$1.87M | 0.01% | 443 |
|
|
2021
Q2 | $1.94M | Hold |
8,484
| – | – | 0.02% | 432 |
|
|
2021
Q1 | $1.94M | Hold |
8,484
| – | – | 0.02% | 432 |
|
|
2020
Q4 | $1.94M | Hold |
8,484
| – | – | 0.02% | 432 |
|
|
2020
Q3 | $1.94M | Hold |
8,484
| – | – | 0.02% | 432 |
|
|
2020
Q2 | $1.94M | Hold |
8,484
| – | – | 0.02% | 432 |
|
|
2020
Q1 | $1.94M | Hold |
8,484
| – | – | 0.02% | 432 |
|
|
2019
Q4 | $1.94M | Hold |
8,484
| – | – | 0.02% | 432 |
|
|
2019
Q3 | $1.94M | Hold |
8,484
| – | – | 0.02% | 432 |
|
|
2019
Q2 | $1.94M | Hold |
8,484
| – | – | 0.02% | 432 |
|
|
2019
Q1 | $1.94M | Buy |
8,484
+8,476
| +105,950% | +$1.93M | 0.02% | 432 |
|
|
2018
Q4 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 1896 |
|
|
2018
Q1 | – | Sell |
-11
| Closed | -$1K | – | 1459 |
|
|
2017
Q4 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 1354 |
|