GIA
GHP Investment Advisors’s Helen of Troy HELE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.51K | Buy |
194
+52
| +37% | +$1.48K | ﹤0.01% | 764 |
|
|
2025
Q1 | $7.6K | Buy |
142
+87
| +158% | +$4.65K | ﹤0.01% | 724 |
|
|
2024
Q4 | $3.29K | Hold |
55
| – | – | ﹤0.01% | 857 |
|
|
2024
Q3 | $3.4K | Sell |
55
-6,687
| -99% | -$414K | ﹤0.01% | 850 |
|
|
2024
Q2 | $625K | Sell |
6,742
-1,820
| -21% | -$169K | 0.03% | 288 |
|
|
2024
Q1 | $987K | Sell |
8,562
-1,667
| -16% | -$192K | 0.05% | 269 |
|
|
2023
Q4 | $1.24M | Sell |
10,229
-1,233
| -11% | -$149K | 0.07% | 251 |
|
|
2023
Q3 | $1.28M | Sell |
11,462
-985
| -8% | -$110K | 0.08% | 242 |
|
|
2023
Q2 | $1.55M | Sell |
12,447
-1,299
| -9% | -$162K | 0.09% | 232 |
|
|
2023
Q1 | $1.31M | Sell |
13,746
-251
| -2% | -$23.9K | 0.08% | 243 |
|
|
2022
Q4 | $1.55M | Sell |
13,997
-1,974
| -12% | -$219K | 0.11% | 230 |
|
|
2022
Q3 | $1.54M | Sell |
15,971
-1,110
| -6% | -$107K | 0.12% | 221 |
|
|
2022
Q2 | $2.77M | Sell |
17,081
-1,222
| -7% | -$198K | 0.21% | 165 |
|
|
2022
Q1 | $3.58M | Buy |
+18,303
| New | +$3.58M | 0.24% | 146 |
|