Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $725K | Buy |
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|
2025
Q2 | $563K | Buy |
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|
2025
Q1 | $220K | Sell |
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|
2024
Q4 | $317K | Buy |
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|
2024
Q3 | $250K | Sell |
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|
2024
Q2 | $5.25M | Sell |
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|
2024
Q1 | $6.54M | Buy |
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|
2023
Q4 | $6.85M | Sell |
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|
2023
Q3 | $9.11M | Sell |
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|
2023
Q2 | $8.85M | Buy |
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|
2023
Q1 | $7.79M | Buy |
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|
2022
Q4 | $8.86M | Buy |
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|
2022
Q3 | $7.69M | Buy |
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|
2022
Q2 | $12.9M | Hold |
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|
2022
Q1 | $15.5M | Buy |
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|
2021
Q4 | $19.3M | Buy |
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|
2021
Q3 | $17.8M | Buy |
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|
2021
Q2 | $17.8M | Sell |
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|
2021
Q1 | $16.7M | Buy |
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|
2020
Q4 | $17.6M | Buy |
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|
2020
Q3 | $15.3M | Buy |
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|
2020
Q2 | $14.8M | Sell |
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|
2020
Q1 | $11.4M | Buy |
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|
2019
Q4 | $14.2M | Buy |
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|
2019
Q3 | $12.4M | Buy |
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|
2019
Q2 | $10.2M | Sell |
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|
2019
Q1 | $9.1M | Hold |
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|
2018
Q4 | $10.3M | Hold |
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|
2018
Q3 | $10.3M | Buy |
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|
2018
Q2 | $7.71M | Buy |
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|
2018
Q1 | $6.81M | Sell |
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|
2017
Q4 | $7.55M | Buy |
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|
2017
Q3 | $7.59M | Buy |
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|
2017
Q2 | $12K | Buy |
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|
2017
Q1 | $9K | Sell |
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|
2016
Q4 | $19K | Sell |
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|
2016
Q3 | $22K | Hold |
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|
2016
Q2 | $27K | Hold |
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|
2016
Q1 | $27K | Sell |
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|
2015
Q4 | $26K | Sell |
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|
2015
Q3 | $27K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $31K | Buy |
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|
2014
Q4 | $17K | Sell |
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|
2014
Q3 | $30K | Buy |
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|
2014
Q2 | $7K | Buy |
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|
2014
Q1 | $4K | Hold |
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|
2013
Q4 | $3K | Hold |
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|
2013
Q3 | $3K | Hold |
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|
2013
Q2 | $2K | Buy |
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