Federated Hermes’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 | $10.6M | Buy |
372,049
+186,433
| +100% | +$5.29M | 0.02% | 560 |
|
|
2025
Q1 | $9.93M | Buy |
185,616
+180,197
| +3,325% | +$9.64M | 0.02% | 560 |
|
|
2024
Q4 | $324K | Sell |
5,419
-6,239
| -54% | -$373K | ﹤0.01% | 1412 |
|
|
2024
Q3 | $721K | Buy |
11,658
+8,868
| +318% | +$548K | ﹤0.01% | 1235 |
|
|
2024
Q2 | $259K | Sell |
2,790
-1,076
| -28% | -$99.8K | ﹤0.01% | 1434 |
|
|
2024
Q1 | $446K | Buy |
3,866
+829
| +27% | +$95.5K | ﹤0.01% | 1352 |
|
|
2023
Q4 | $367K | Sell |
3,037
-129
| -4% | -$15.6K | ﹤0.01% | 1410 |
|
|
2023
Q3 | $369K | Buy |
3,166
+1,352
| +75% | +$158K | ﹤0.01% | 1416 |
|
|
2023
Q2 | $196K | Sell |
1,814
-1,976
| -52% | -$213K | ﹤0.01% | 1553 |
|
|
2023
Q1 | $361K | Sell |
3,790
-101
| -3% | -$9.61K | ﹤0.01% | 1480 |
|
|
2022
Q4 | $432K | Buy |
3,891
+232
| +6% | +$25.7K | ﹤0.01% | 1403 |
|
|
2022
Q3 | $353K | Sell |
3,659
-797
| -18% | -$76.9K | ﹤0.01% | 1418 |
|
|
2022
Q2 | $723K | Buy |
4,456
+1,031
| +30% | +$167K | ﹤0.01% | 1261 |
|
|
2022
Q1 | $671K | Sell |
3,425
-158
| -4% | -$31K | ﹤0.01% | 1375 |
|
|
2021
Q4 | $876K | Sell |
3,583
-74
| -2% | -$18.1K | ﹤0.01% | 1326 |
|
|
2021
Q3 | $822K | Sell |
3,657
-603
| -14% | -$136K | ﹤0.01% | 1360 |
|
|
2021
Q2 | $972K | Sell |
4,260
-4,199
| -50% | -$958K | ﹤0.01% | 1328 |
|
|
2021
Q1 | $1.78M | Sell |
8,459
-682
| -7% | -$144K | ﹤0.01% | 1152 |
|
|
2020
Q4 | $2.03M | Sell |
9,141
-1,134
| -11% | -$252K | ﹤0.01% | 1057 |
|
|
2020
Q3 | $1.99M | Buy |
10,275
+1,983
| +24% | +$384K | ﹤0.01% | 989 |
|
|
2020
Q2 | $1.56M | Sell |
8,292
-538
| -6% | -$101K | ﹤0.01% | 1077 |
|
|
2020
Q1 | $1.27M | Buy |
8,830
+397
| +5% | +$57.2K | ﹤0.01% | 1040 |
|
|
2019
Q4 | $1.52M | Sell |
8,433
-618
| -7% | -$111K | ﹤0.01% | 1119 |
|
|
2019
Q3 | $1.43M | Sell |
9,051
-17,307
| -66% | -$2.73M | ﹤0.01% | 1150 |
|
|
2019
Q2 | $3.44M | Sell |
26,358
-9,619
| -27% | -$1.26M | 0.01% | 897 |
|
|
2019
Q1 | $4.17M | Buy |
35,977
+631
| +2% | +$73.2K | 0.01% | 833 |
|
|
2018
Q4 | $4.64M | Buy |
35,346
+17,879
| +102% | +$2.35M | 0.01% | 752 |
|
|
2018
Q3 | $2.29M | Sell |
17,467
-31,333
| -64% | -$4.1M | 0.01% | 1041 |
|
|
2018
Q2 | $4.8M | Buy |
48,800
+2,851
| +6% | +$281K | 0.01% | 692 |
|
|
2018
Q1 | $4M | Buy |
45,949
+946
| +2% | +$82.3K | 0.01% | 698 |
|
|
2017
Q4 | $4.34M | Buy |
45,003
+23,168
| +106% | +$2.23M | 0.01% | 657 |
|
|
2017
Q3 | $2.12M | Sell |
21,835
-663
| -3% | -$64.3K | 0.01% | 881 |
|
|
2017
Q2 | $2.12M | Sell |
22,498
-14,731
| -40% | -$1.39M | 0.01% | 892 |
|
|
2017
Q1 | $3.51M | Sell |
37,229
-3,935
| -10% | -$371K | 0.01% | 698 |
|
|
2016
Q4 | $3.48M | Buy |
41,164
+9,517
| +30% | +$804K | 0.01% | 672 |
|
|
2016
Q3 | $2.73M | Sell |
31,647
-1,312
| -4% | -$113K | 0.01% | 748 |
|
|
2016
Q2 | $3.39M | Buy |
32,959
+3,943
| +14% | +$406K | 0.01% | 662 |
|
|
2016
Q1 | $3.01M | Sell |
29,016
-4,323
| -13% | -$448K | 0.01% | 680 |
|
|
2015
Q4 | $3.14M | Buy |
33,339
+11,160
| +50% | +$1.05M | 0.01% | 703 |
|
|
2015
Q3 | $1.98M | Sell |
22,179
-12,278
| -36% | -$1.1M | 0.01% | 855 |
|
|
2015
Q2 | $3.36M | Buy |
34,457
+10,857
| +46% | +$1.06M | 0.01% | 735 |
|
|
2015
Q1 | $1.92M | Buy |
23,600
+12,580
| +114% | +$1.03M | 0.01% | 981 |
|
|
2014
Q4 | $717K | Buy |
11,020
+3,503
| +47% | +$228K | ﹤0.01% | 1269 |
|
|
2014
Q3 | $395K | Sell |
7,517
-14,457
| -66% | -$760K | ﹤0.01% | 1412 |
|
|
2014
Q2 | $1.33M | Buy |
21,974
+9,438
| +75% | +$572K | ﹤0.01% | 1098 |
|
|
2014
Q1 | $868K | Buy |
12,536
+6,973
| +125% | +$483K | ﹤0.01% | 1210 |
|
|
2013
Q4 | $275K | Buy |
5,563
+2,230
| +67% | +$110K | ﹤0.01% | 1434 |
|
|
2013
Q3 | $147K | Buy |
3,333
+2,768
| +490% | +$122K | ﹤0.01% | 1508 |
|
|
2013
Q2 | $22K | Buy |
+565
| New | +$22K | ﹤0.01% | 1651 |
|