Gladstone Institutional Advisory’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.19M | Buy |
77,143
+8,100
| +12% | +$230K | 0.09% | 232 |
|
|
2025
Q1 | $3.69M | Buy |
69,043
+1,500
| +2% | +$80.2K | 0.17% | 141 |
|
|
2024
Q4 | $4.04M | Buy |
67,543
+9,225
| +16% | +$552K | 0.19% | 125 |
|
|
2024
Q3 | $3.61M | Buy |
58,318
+3,609
| +7% | +$223K | 0.18% | 144 |
|
|
2024
Q2 | $5.07M | Buy |
54,709
+12,998
| +31% | +$1.21M | 0.26% | 102 |
|
|
2024
Q1 | $4.81M | Buy |
41,711
+4,149
| +11% | +$478K | 0.26% | 101 |
|
|
2023
Q4 | $4.54M | Sell |
37,562
-2,581
| -6% | -$312K | 0.25% | 105 |
|
|
2023
Q3 | $4.68M | Buy |
40,143
+12,655
| +46% | +$1.48M | 0.3% | 79 |
|
|
2023
Q2 | $2.97M | Buy |
27,488
+500
| +2% | +$54K | 0.18% | 144 |
|
|
2023
Q1 | $2.57M | Sell |
26,988
-550
| -2% | -$52.3K | 0.17% | 167 |
|
|
2022
Q4 | $3.05M | Sell |
27,538
-2,753
| -9% | -$305K | 0.22% | 134 |
|
|
2022
Q3 | $2.92M | Buy |
30,291
+10,064
| +50% | +$970K | 0.23% | 108 |
|
|
2022
Q2 | $3.29M | Buy |
20,227
+5,041
| +33% | +$819K | 0.26% | 94 |
|
|
2022
Q1 | $2.97M | Buy |
+15,186
| New | +$2.97M | 0.2% | 132 |
|