Fidelity Investments’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.24M | Buy |
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|
2025
Q2 | $793K | Buy |
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|
2025
Q1 | $13K | Sell |
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|
2024
Q4 | $42.1K | Buy |
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|
2024
Q3 | $43.5K | Sell |
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|
2024
Q2 | $45.4K | Buy |
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|
2024
Q1 | $29.2K | Buy |
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|
2023
Q4 | $26.1K | Buy |
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|
2023
Q3 | $25.6K | Buy |
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|
2023
Q2 | $27.8K | Sell |
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|
2023
Q1 | $284K | Buy |
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|
2022
Q4 | $31.9K | Buy |
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|
2022
Q3 | $15K | Sell |
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|
2022
Q2 | $26K | Buy |
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|
2022
Q1 | $32K | Buy |
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|
2021
Q4 | $7K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $2K | Buy |
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|
2018
Q4 | $1K | Hold |
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|
2018
Q3 | $2K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $4.5M | Hold |
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|
2015
Q1 | $4.88M | Sell |
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|
2014
Q4 | $4.68M | Hold |
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|
2014
Q3 | $4.47M | Hold |
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|
2014
Q2 | $4.82M | Buy |
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|
2014
Q1 | $5.12M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $1.45M | Hold |
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|
2013
Q2 | $1.25M | Buy |
|