Federated Hermes’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.64M | Buy |
460,762
+186,869
| +68% | +$3.27M | 0.01% | 748 |
|
|
2025
Q4 | $5.82M | Buy |
273,893
+86,741
| +46% | +$1.77M | 0.01% | 752 |
|
|
2025
Q3 | $4.72M | Sell |
187,152
-184,897
| -50% | -$4.48M | 0.01% | 754 |
|
|
2025
Q2 | $10.6M | Buy |
372,049
+186,433
| +100% | +$5.72M | 0.02% | 560 |
|
|
2025
Q1 | $9.93M | Buy |
185,616
+180,197
| +3,325% | +$10.4M | 0.02% | 560 |
|
|
2024
Q4 | $324K | Sell |
5,419
-6,239
| -54% | -$415K | ﹤0.01% | 1412 |
|
|
2024
Q3 | $721K | Buy |
11,658
+8,868
| +318% | +$524K | ﹤0.01% | 1235 |
|
|
2024
Q2 | $259K | Sell |
2,790
-1,076
| -28% | -$109K | ﹤0.01% | 1434 |
|
|
2024
Q1 | $446K | Buy |
3,866
+829
| +27% | +$99K | ﹤0.01% | 1352 |
|
|
2023
Q4 | $367K | Sell |
3,037
-129
| -4% | -$13.9K | ﹤0.01% | 1410 |
|
|
2023
Q3 | $369K | Buy |
3,166
+1,352
| +75% | +$168K | ﹤0.01% | 1416 |
|
|
2023
Q2 | $196K | Sell |
1,814
-1,976
| -52% | -$189K | ﹤0.01% | 1553 |
|
|
2023
Q1 | $361K | Sell |
3,790
-101
| -3% | -$10.8K | ﹤0.01% | 1480 |
|
|
2022
Q4 | $432K | Buy |
3,891
+232
| +6% | +$22.6K | ﹤0.01% | 1404 |
|
|
2022
Q3 | $353K | Sell |
3,659
-797
| -18% | -$102K | ﹤0.01% | 1418 |
|
|
2022
Q2 | $723K | Buy |
4,456
+1,031
| +30% | +$194K | ﹤0.01% | 1261 |
|
|
2022
Q1 | $671K | Sell |
3,425
-158
| -4% | -$33.3K | ﹤0.01% | 1375 |
|
|
2021
Q4 | $876K | Sell |
3,583
-74
| -2% | -$17.5K | ﹤0.01% | 1327 |
|
|
2021
Q3 | $822K | Sell |
3,657
-603
| -14% | -$138K | ﹤0.01% | 1360 |
|
|
2021
Q2 | $972K | Sell |
4,260
-4,199
| -50% | -$923K | ﹤0.01% | 1329 |
|
|
2021
Q1 | $1.78M | Sell |
8,459
-682
| -7% | -$154K | ﹤0.01% | 1153 |
|
|
2020
Q4 | $2.03M | Sell |
9,141
-1,134
| -11% | -$234K | ﹤0.01% | 1058 |
|
|
2020
Q3 | $1.99M | Buy |
10,275
+1,983
| +24% | +$394K | ﹤0.01% | 990 |
|
|
2020
Q2 | $1.56M | Sell |
8,292
-538
| -6% | -$88.1K | ﹤0.01% | 1079 |
|
|
2020
Q1 | $1.27M | Buy |
8,830
+397
| +5% | +$67.3K | ﹤0.01% | 1041 |
|
|
2019
Q4 | $1.52M | Sell |
8,433
-618
| -7% | -$99.1K | ﹤0.01% | 1120 |
|
|
2019
Q3 | $1.43M | Sell |
9,051
-17,307
| -66% | -$2.57M | ﹤0.01% | 1152 |
|
|
2019
Q2 | $3.44M | Sell |
26,358
-9,619
| -27% | -$1.26M | 0.01% | 898 |
|
|
2019
Q1 | $4.17M | Buy |
35,977
+631
| +2% | +$72.8K | 0.01% | 834 |
|
|
2018
Q4 | $4.64M | Buy |
35,346
+17,879
| +102% | +$2.35M | 0.01% | 753 |
|
|
2018
Q3 | $2.29M | Sell |
17,467
-31,333
| -64% | -$3.69M | 0.01% | 1042 |
|
|
2018
Q2 | $4.8M | Buy |
48,800
+2,851
| +6% | +$260K | 0.01% | 695 |
|
|
2018
Q1 | $4M | Buy |
45,949
+946
| +2% | +$86.1K | 0.01% | 699 |
|
|
2017
Q4 | $4.34M | Buy |
45,003
+23,168
| +106% | +$2.13M | 0.01% | 658 |
|
|
2017
Q3 | $2.12M | Sell |
21,835
-663
| -3% | -$63.8K | 0.01% | 882 |
|
|
2017
Q2 | $2.12M | Sell |
22,498
-14,731
| -40% | -$1.37M | 0.01% | 894 |
|
|
2017
Q1 | $3.51M | Sell |
37,229
-3,935
| -10% | -$371K | 0.01% | 699 |
|
|
2016
Q4 | $3.48M | Buy |
41,164
+9,517
| +30% | +$796K | 0.01% | 674 |
|
|
2016
Q3 | $2.73M | Sell |
31,647
-1,312
| -4% | -$123K | 0.01% | 748 |
|
|
2016
Q2 | $3.39M | Buy |
32,959
+3,943
| +14% | +$398K | 0.01% | 662 |
|
|
2016
Q1 | $3.01M | Sell |
29,016
-4,323
| -13% | -$404K | 0.01% | 681 |
|
|
2015
Q4 | $3.14M | Buy |
33,339
+11,160
| +50% | +$1.12M | 0.01% | 705 |
|
|
2015
Q3 | $1.98M | Sell |
22,179
-12,278
| -36% | -$1.1M | 0.01% | 857 |
|
|
2015
Q2 | $3.36M | Buy |
34,457
+10,857
| +46% | +$955K | 0.01% | 736 |
|
|
2015
Q1 | $1.92M | Buy |
23,600
+12,580
| +114% | +$960K | 0.01% | 982 |
|
|
2014
Q4 | $717K | Buy |
11,020
+3,503
| +47% | +$216K | ﹤0.01% | 1270 |
|
|
2014
Q3 | $395K | Sell |
7,517
-14,457
| -66% | -$811K | ﹤0.01% | 1412 |
|
|
2014
Q2 | $1.33M | Buy |
21,974
+9,438
| +75% | +$587K | ﹤0.01% | 1098 |
|
|
2014
Q1 | $868K | Buy |
12,536
+6,973
| +125% | +$424K | ﹤0.01% | 1210 |
|
|
2013
Q4 | $275K | Buy |
5,563
+2,230
| +67% | +$105K | ﹤0.01% | 1434 |
|
|
2013
Q3 | $147K | Buy |
3,333
+2,768
| +490% | +$116K | ﹤0.01% | 1508 |
|
|
2013
Q2 | $22K | Buy |
+565
| New | +$21.5K | ﹤0.01% | 1651 |
|
Other funds holding HELE
RI
VCM
PCMI
ICM