Fuller & Thaler Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $12.7M | Buy |
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|
2024
Q4 | $14M | Sell |
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|
2024
Q3 | $14.6M | Sell |
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|
2024
Q2 | $21.9M | Sell |
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|
2024
Q1 | $27.2M | Buy |
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|
2023
Q4 | $23.9M | Buy |
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|
2023
Q3 | $23.1M | Buy |
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|
2023
Q2 | $18.4M | Buy |
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|
2023
Q1 | $4.08M | Buy |
|
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|
2022
Q4 | $4.75M | Buy |
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|
2022
Q3 | $4.12M | Sell |
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|
2022
Q2 | $30.1M | Sell |
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|
2022
Q1 | $40.4M | Buy |
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|
2021
Q4 | $50.3M | Buy |
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|
2021
Q3 | $44.7M | Buy |
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|
2021
Q2 | $45.3M | Sell |
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|
2021
Q1 | $48.6M | Sell |
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|
2020
Q4 | $66.1M | Buy |
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|
2020
Q3 | $55.9M | Sell |
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|
2020
Q2 | $87.3M | Sell |
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|
2020
Q1 | $72M | Sell |
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|
2019
Q4 | $96M | Buy |
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|
2019
Q3 | $82.7M | Buy |
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|
2019
Q2 | $66M | Buy |
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|
2019
Q1 | $42.2M | Buy |
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|
2018
Q4 | $21.9M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $141K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $5.67M | Buy |
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