Geneos Wealth 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 | $3.53K | Buy |
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|
2024
Q4 | $1.85K | Buy |
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|
2024
Q3 | $1.36K | Buy |
|
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $691 | Buy |
|
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|
2022
Q3 | – | Sell |
|
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|
2022
Q2 | $16K | Hold |
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|
2022
Q1 | $19K | Hold |
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|
2021
Q4 | $24K | Hold |
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|
2021
Q3 | $22K | Hold |
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|
2021
Q2 | $23K | Sell |
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|
2021
Q1 | $24K | Hold |
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|
2020
Q4 | $21K | Buy |
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|
2020
Q3 | $18K | Hold |
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|
2020
Q2 | $17K | Hold |
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|
2020
Q1 | $14K | Hold |
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|
2019
Q4 | $17K | Hold |
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|
2019
Q3 | $15K | Hold |
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|
2019
Q2 | $13K | Hold |
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|
2019
Q1 | $11K | Hold |
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|
2018
Q4 | $13K | Hold |
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|
2018
Q3 | $13K | Hold |
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|
2018
Q2 | $9K | Hold |
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|
2018
Q1 | $8K | Hold |
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|
2017
Q4 | $9K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $32K | Buy |
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|
2016
Q4 | $1K | Hold |
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|
2016
Q3 | $1K | Buy |
|