GWM
Geneos Wealth Management’s Helen of Troy HELE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-66
| Closed | -$3.53K | – | 3168 |
|
|
2025
Q1 | $3.53K | Buy |
66
+35
| +113% | +$1.87K | ﹤0.01% | 2843 |
|
|
2024
Q4 | $1.86K | Buy |
31
+9
| +41% | +$539 | ﹤0.01% | 2621 |
|
|
2024
Q3 | $1.36K | Buy |
+22
| New | +$1.36K | ﹤0.01% | 2384 |
|
|
2024
Q2 | – | Sell |
-6
| Closed | -$691 | – | 2116 |
|
|
2024
Q1 | $691 | Buy |
+6
| New | +$691 | ﹤0.01% | 2085 |
|
|
2022
Q3 | – | Sell |
-100
| Closed | -$16K | – | 2262 |
|
|
2022
Q2 | $16K | Hold |
100
| – | – | ﹤0.01% | 1777 |
|
|
2022
Q1 | $19K | Hold |
100
| – | – | ﹤0.01% | 1824 |
|
|
2021
Q4 | $24K | Hold |
100
| – | – | ﹤0.01% | 1790 |
|
|
2021
Q3 | $22K | Hold |
100
| – | – | ﹤0.01% | 1875 |
|
|
2021
Q2 | $23K | Sell |
100
-15
| -13% | -$3.45K | ﹤0.01% | 1842 |
|
|
2021
Q1 | $24K | Hold |
115
| – | – | ﹤0.01% | 1976 |
|
|
2020
Q4 | $21K | Buy |
115
+15
| +15% | +$2.74K | ﹤0.01% | 1870 |
|
|
2020
Q3 | $18K | Hold |
100
| – | – | ﹤0.01% | 1700 |
|
|
2020
Q2 | $17K | Hold |
100
| – | – | ﹤0.01% | 1688 |
|
|
2020
Q1 | $14K | Hold |
100
| – | – | ﹤0.01% | 1652 |
|
|
2019
Q4 | $17K | Hold |
100
| – | – | ﹤0.01% | 1755 |
|
|
2019
Q3 | $15K | Hold |
100
| – | – | ﹤0.01% | 1731 |
|
|
2019
Q2 | $13K | Hold |
100
| – | – | ﹤0.01% | 1809 |
|
|
2019
Q1 | $11K | Hold |
100
| – | – | ﹤0.01% | 1806 |
|
|
2018
Q4 | $13K | Hold |
100
| – | – | ﹤0.01% | 1691 |
|
|
2018
Q3 | $13K | Hold |
100
| – | – | ﹤0.01% | 1749 |
|
|
2018
Q2 | $9K | Hold |
100
| – | – | ﹤0.01% | 1757 |
|
|
2018
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 1719 |
|
|
2017
Q4 | $9K | Buy |
+100
| New | +$9K | ﹤0.01% | 1669 |
|
|
2017
Q2 | – | Sell |
-350
| Closed | -$32K | – | 2101 |
|
|
2017
Q1 | $32K | Buy |
350
+330
| +1,650% | +$30.2K | ﹤0.01% | 1059 |
|
|
2016
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 1959 |
|
|
2016
Q3 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 1882 |
|