Franklin Resources’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 | $2.76M | Buy |
97,417
+15,787
| +19% | +$448K | ﹤0.01% | 1588 |
|
|
2025
Q1 | $4.37M | Buy |
81,630
+9,263
| +13% | +$495K | ﹤0.01% | 1394 |
|
|
2024
Q4 | $4.33M | Buy |
72,367
+62,087
| +604% | +$3.71M | ﹤0.01% | 1407 |
|
|
2024
Q3 | $704K | Buy |
10,280
+1,255
| +14% | +$86K | ﹤0.01% | 2125 |
|
|
2024
Q2 | $837K | Buy |
9,025
+1,106
| +14% | +$103K | ﹤0.01% | 2001 |
|
|
2024
Q1 | $913K | Sell |
7,919
-380
| -5% | -$43.8K | ﹤0.01% | 1985 |
|
|
2023
Q4 | $1M | Sell |
8,299
-5
| -0.1% | -$604 | ﹤0.01% | 1638 |
|
|
2023
Q3 | $968K | Buy |
8,304
+739
| +10% | +$86.1K | ﹤0.01% | 1623 |
|
|
2023
Q2 | $817K | Buy |
+7,565
| New | +$817K | ﹤0.01% | 1715 |
|
|
2016
Q2 | – | Sell |
-76,000
| Closed | -$7.88M | – | 1517 |
|
|
2016
Q1 | $7.88M | Hold |
76,000
| – | – | ﹤0.01% | 1028 |
|
|
2015
Q4 | $7.16M | Hold |
76,000
| – | – | ﹤0.01% | 1066 |
|
|
2015
Q3 | $6.79M | Sell |
76,000
-16,300
| -18% | -$1.46M | ﹤0.01% | 1091 |
|
|
2015
Q2 | $9M | Buy |
92,300
+800
| +0.9% | +$78K | ﹤0.01% | 1061 |
|
|
2015
Q1 | $7.46M | Buy |
91,500
+17,100
| +23% | +$1.39M | ﹤0.01% | 1102 |
|
|
2014
Q4 | $4.84M | Buy |
+74,400
| New | +$4.84M | ﹤0.01% | 1190 |
|