Dimensional Fund Advisors’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
Q2 | $29.5M | Buy |
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2025
Q1 | $54.8M | Sell |
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2024
Q4 | $64.9M | Sell |
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2024
Q3 | $67.5M | Sell |
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2024
Q2 | $107M | Buy |
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2024
Q1 | $121M | Buy |
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2023
Q4 | $126M | Sell |
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2023
Q3 | $124M | Sell |
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2023
Q2 | $119M | Buy |
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2023
Q1 | $84.7M | Buy |
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2022
Q4 | $62.6K | Sell |
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2022
Q3 | $56.6M | Sell |
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2022
Q2 | $98.1M | Sell |
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2022
Q1 | $120M | Sell |
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2021
Q4 | $149M | Sell |
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2021
Q3 | $140M | Buy |
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2021
Q2 | $141M | Sell |
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2021
Q1 | $134M | Sell |
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2020
Q4 | $145M | Sell |
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2020
Q3 | $132M | Sell |
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2020
Q2 | $136M | Sell |
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2020
Q1 | $116M | Sell |
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2019
Q4 | $154M | Sell |
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2019
Q3 | $139M | Sell |
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2019
Q2 | $118M | Sell |
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2019
Q1 | $130M | Sell |
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2018
Q4 | $152M | Sell |
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2018
Q3 | $153M | Buy |
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2018
Q2 | $114M | Sell |
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2018
Q1 | $113M | Sell |
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2017
Q4 | $139M | Sell |
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2017
Q3 | $143M | Sell |
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2017
Q2 | $143M | Sell |
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2017
Q1 | $152M | Sell |
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2016
Q4 | $141M | Sell |
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2016
Q3 | $160M | Sell |
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2016
Q2 | $207M | Sell |
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2016
Q1 | $230M | Sell |
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2015
Q4 | $216M | Sell |
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2015
Q3 | $215M | Sell |
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2015
Q2 | $235M | Buy |
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2015
Q1 | $196M | Buy |
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2014
Q4 | $154M | Sell |
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2014
Q3 | $130M | Sell |
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2014
Q2 | $152M | Buy |
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2014
Q1 | $173M | Buy |
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2013
Q4 | $122M | Buy |
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2013
Q3 | $107M | Buy |
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2013
Q2 | $91.1M | Buy |
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