GIA
GHP Investment Advisors’s Helios Technologies HLIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Sell |
39,215
-662
| -2% | -$22.1K | 0.06% | 250 |
|
|
2025
Q1 | $1.28M | Buy |
39,877
+1,157
| +3% | +$37.1K | 0.06% | 249 |
|
|
2024
Q4 | $1.73M | Buy |
38,720
+1,501
| +4% | +$67K | 0.08% | 237 |
|
|
2024
Q3 | $1.78M | Sell |
37,219
-2,052
| -5% | -$97.9K | 0.08% | 238 |
|
|
2024
Q2 | $1.88M | Buy |
39,271
+3,066
| +8% | +$146K | 0.09% | 229 |
|
|
2024
Q1 | $1.62M | Buy |
36,205
+5,886
| +19% | +$263K | 0.08% | 241 |
|
|
2023
Q4 | $1.37M | Sell |
30,319
-5,101
| -14% | -$231K | 0.07% | 245 |
|
|
2023
Q3 | $1.89M | Buy |
35,420
+2,560
| +8% | +$137K | 0.12% | 209 |
|
|
2023
Q2 | $1.9M | Buy |
32,860
+6,821
| +26% | +$395K | 0.11% | 215 |
|
|
2023
Q1 | $1.7M | Buy |
26,039
+4,491
| +21% | +$294K | 0.11% | 227 |
|
|
2022
Q4 | $1.17M | Sell |
21,548
-22,024
| -51% | -$1.2M | 0.08% | 246 |
|
|
2022
Q3 | $2.21M | Buy |
43,572
+19,044
| +78% | +$964K | 0.17% | 189 |
|
|
2022
Q2 | $1.63M | Buy |
+24,528
| New | +$1.63M | 0.12% | 217 |
|