HBW
Hazlett, Burt & Watson’s Helen of Troy HELE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45K | Hold |
1,540
| – | – | 0.02% | 394 |
|
|
2025
Q1 | $83K | Hold |
1,540
| – | – | 0.04% | 294 |
|
|
2024
Q4 | $93K | Hold |
1,540
| – | – | 0.04% | 285 |
|
|
2024
Q3 | $95K | Hold |
1,540
| – | – | 0.04% | 284 |
|
|
2024
Q2 | $143K | Hold |
1,540
| – | – | 0.07% | 220 |
|
|
2024
Q1 | $177K | Sell |
1,540
-130
| -8% | -$14.9K | 0.11% | 180 |
|
|
2023
Q4 | $202K | Hold |
1,670
| – | – | 0.14% | 148 |
|
|
2023
Q3 | $195K | Sell |
1,670
-80
| -5% | -$9.34K | 0.15% | 145 |
|
|
2023
Q2 | $189K | Hold |
1,750
| – | – | 0.14% | 144 |
|
|
2023
Q1 | $167K | Hold |
1,750
| – | – | 0.14% | 139 |
|
|
2022
Q4 | $194K | Hold |
1,750
| – | – | 0.17% | 123 |
|
|
2022
Q3 | $168K | Hold |
1,750
| – | – | 0.16% | 130 |
|
|
2022
Q2 | $284K | Hold |
1,750
| – | – | 0.26% | 82 |
|
|
2022
Q1 | $343K | Buy |
+1,750
| New | +$343K | 0.27% | 75 |
|