Ensign Peak Advisors’s Helen of Troy HELE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $140K | Sell |
4,934
-3,250
| -40% | -$92.2K | ﹤0.01% | 1689 |
|
|
2025
Q1 | $438K | Hold |
8,184
| – | – | ﹤0.01% | 1580 |
|
|
2024
Q4 | $490K | Hold |
8,184
| – | – | ﹤0.01% | 1600 |
|
|
2024
Q3 | $506K | Hold |
8,184
| – | – | ﹤0.01% | 1605 |
|
|
2024
Q2 | $759K | Hold |
8,184
| – | – | ﹤0.01% | 1450 |
|
|
2024
Q1 | $943K | Sell |
8,184
-413
| -5% | -$47.6K | ﹤0.01% | 1363 |
|
|
2023
Q4 | $1.04M | Hold |
8,597
| – | – | ﹤0.01% | 1351 |
|
|
2023
Q3 | $1M | Hold |
8,597
| – | – | ﹤0.01% | 1201 |
|
|
2023
Q2 | $929K | Hold |
8,597
| – | – | ﹤0.01% | 1323 |
|
|
2023
Q1 | $818K | Buy |
8,597
+400
| +5% | +$38.1K | ﹤0.01% | 1410 |
|
|
2022
Q4 | $909K | Buy |
8,197
+200
| +3% | +$22.2K | ﹤0.01% | 1239 |
|
|
2022
Q3 | $771K | Hold |
7,997
| – | – | ﹤0.01% | 1221 |
|
|
2022
Q2 | $1.3M | Hold |
7,997
| – | – | ﹤0.01% | 998 |
|
|
2022
Q1 | $1.57M | Hold |
7,997
| – | – | ﹤0.01% | 982 |
|
|
2021
Q4 | $1.96M | Sell |
7,997
-11,540
| -59% | -$2.82M | ﹤0.01% | 963 |
|
|
2021
Q3 | $4.39M | Hold |
19,537
| – | – | 0.01% | 712 |
|
|
2021
Q2 | $4.46M | Hold |
19,537
| – | – | 0.01% | 698 |
|
|
2021
Q1 | $4.12M | Buy |
19,537
+1,800
| +10% | +$379K | 0.01% | 710 |
|
|
2020
Q4 | $3.94M | Hold |
17,737
| – | – | 0.01% | 700 |
|
|
2020
Q3 | $3.43M | Hold |
17,737
| – | – | 0.01% | 734 |
|
|
2020
Q2 | $3.34M | Hold |
17,737
| – | – | 0.01% | 738 |
|
|
2020
Q1 | $2.56M | Hold |
17,737
| – | – | 0.01% | 730 |
|
|
2019
Q4 | $3.19M | Buy |
+17,737
| New | +$3.19M | 0.01% | 820 |
|