Congress Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.54M | Buy |
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|
2022
Q1 | $1.71M | Buy |
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|
2021
Q4 | $1.76M | Buy |
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|
2021
Q3 | $1.55M | Sell |
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|
2021
Q2 | $1.59M | Sell |
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|
2021
Q1 | $9.37M | Buy |
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|
2020
Q4 | $9.19M | Buy |
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|
2020
Q3 | $7.6M | Sell |
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|
2020
Q2 | $7.68M | Sell |
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|
2020
Q1 | $5.91M | Sell |
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|
2019
Q4 | $7.47M | Sell |
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|
2019
Q3 | $6.69M | Buy |
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|
2019
Q2 | $4.35M | Buy |
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|
2019
Q1 | $3.64M | Buy |
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|
2018
Q4 | $2.6M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $37.8M | Buy |
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|
2016
Q2 | $40M | Buy |
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|
2016
Q1 | $35.9M | Buy |
|