Creative Planning’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 | $563K | Buy |
19,821
+15,703
| +381% | +$446K | ﹤0.01% | 2352 |
|
|
2025
Q1 | $220K | Sell |
4,118
-1,184
| -22% | -$63.3K | ﹤0.01% | 2978 |
|
|
2024
Q4 | $317K | Buy |
5,302
+1,268
| +31% | +$75.9K | ﹤0.01% | 2607 |
|
|
2024
Q3 | $250K | Sell |
4,034
-52,529
| -93% | -$3.25M | ﹤0.01% | 2682 |
|
|
2024
Q2 | $5.25M | Sell |
56,563
-218
| -0.4% | -$20.2K | 0.01% | 602 |
|
|
2024
Q1 | $6.54M | Buy |
56,781
+79
| +0.1% | +$9.1K | 0.01% | 529 |
|
|
2023
Q4 | $6.85M | Sell |
56,702
-21,457
| -27% | -$2.59M | 0.01% | 484 |
|
|
2023
Q3 | $9.11M | Sell |
78,159
-3,750
| -5% | -$437K | 0.01% | 376 |
|
|
2023
Q2 | $8.85M | Buy |
81,909
+25
| +0% | +$2.7K | 0.01% | 378 |
|
|
2023
Q1 | $7.79M | Buy |
81,884
+1,968
| +2% | +$187K | 0.01% | 391 |
|
|
2022
Q4 | $8.86M | Buy |
79,916
+200
| +0.3% | +$22.2K | 0.01% | 356 |
|
|
2022
Q3 | $7.69M | Buy |
79,716
+449
| +0.6% | +$43.3K | 0.01% | 353 |
|
|
2022
Q2 | $12.9M | Hold |
79,267
| – | – | 0.02% | 273 |
|
|
2022
Q1 | $15.5M | Buy |
79,267
+173
| +0.2% | +$33.9K | 0.02% | 248 |
|
|
2021
Q4 | $19.3M | Buy |
79,094
+17
| +0% | +$4.16K | 0.03% | 190 |
|
|
2021
Q3 | $17.8M | Buy |
79,077
+1,143
| +1% | +$257K | 0.03% | 188 |
|
|
2021
Q2 | $17.8M | Sell |
77,934
-1,237
| -2% | -$282K | 0.03% | 189 |
|
|
2021
Q1 | $16.7M | Buy |
79,171
+52
| +0.1% | +$11K | 0.03% | 195 |
|
|
2020
Q4 | $17.6M | Buy |
79,119
+6
| +0% | +$1.33K | 0.04% | 173 |
|
|
2020
Q3 | $15.3M | Buy |
79,113
+409
| +0.5% | +$79.2K | 0.04% | 163 |
|
|
2020
Q2 | $14.8M | Sell |
78,704
-106
| -0.1% | -$20K | 0.04% | 149 |
|
|
2020
Q1 | $11.4M | Buy |
78,810
+87
| +0.1% | +$12.5K | 0.04% | 154 |
|
|
2019
Q4 | $14.2M | Buy |
78,723
+146
| +0.2% | +$26.3K | 0.04% | 151 |
|
|
2019
Q3 | $12.4M | Buy |
78,577
+200
| +0.3% | +$31.5K | 0.04% | 156 |
|
|
2019
Q2 | $10.2M | Sell |
78,377
-53
| -0.1% | -$6.92K | 0.03% | 176 |
|
|
2019
Q1 | $9.1M | Hold |
78,430
| – | – | 0.03% | 175 |
|
|
2018
Q4 | $10.3M | Hold |
78,430
| – | – | 0.04% | 144 |
|
|
2018
Q3 | $10.3M | Buy |
78,430
+88
| +0.1% | +$11.5K | 0.04% | 159 |
|
|
2018
Q2 | $7.71M | Buy |
78,342
+15
| +0% | +$1.48K | 0.03% | 183 |
|
|
2018
Q1 | $6.81M | Sell |
78,327
-33
| -0% | -$2.87K | 0.03% | 193 |
|
|
2017
Q4 | $7.55M | Buy |
78,360
+33
| +0% | +$3.18K | 0.03% | 175 |
|
|
2017
Q3 | $7.59M | Buy |
78,327
+78,200
| +61,575% | +$7.58M | 0.04% | 174 |
|
|
2017
Q2 | $12K | Buy |
127
+27
| +27% | +$2.55K | ﹤0.01% | 3473 |
|
|
2017
Q1 | $9K | Sell |
100
-125
| -56% | -$11.3K | ﹤0.01% | 3604 |
|
|
2016
Q4 | $19K | Sell |
225
-35
| -13% | -$2.96K | ﹤0.01% | 3076 |
|
|
2016
Q3 | $22K | Hold |
260
| – | – | ﹤0.01% | 2968 |
|
|
2016
Q2 | $27K | Hold |
260
| – | – | ﹤0.01% | 2549 |
|
|
2016
Q1 | $27K | Sell |
260
-13
| -5% | -$1.35K | ﹤0.01% | 2525 |
|
|
2015
Q4 | $26K | Sell |
273
-34
| -11% | -$3.24K | ﹤0.01% | 2608 |
|
|
2015
Q3 | $27K | Buy |
+307
| New | +$27K | ﹤0.01% | 2480 |
|
|
2015
Q2 | – | Sell |
-379
| Closed | -$31K | – | 1807 |
|
|
2015
Q1 | $31K | Buy |
379
+119
| +46% | +$9.73K | ﹤0.01% | 2351 |
|
|
2014
Q4 | $17K | Sell |
260
-320
| -55% | -$20.9K | ﹤0.01% | 2731 |
|
|
2014
Q3 | $30K | Buy |
580
+472
| +437% | +$24.4K | ﹤0.01% | 2229 |
|
|
2014
Q2 | $7K | Buy |
108
+48
| +80% | +$3.11K | ﹤0.01% | 2967 |
|
|
2014
Q1 | $4K | Hold |
60
| – | – | ﹤0.01% | 3092 |
|
|
2013
Q4 | $3K | Hold |
60
| – | – | ﹤0.01% | 3002 |
|
|
2013
Q3 | $3K | Hold |
60
| – | – | ﹤0.01% | 2886 |
|
|
2013
Q2 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 2820 |
|