Hudson Edge Investment Partners’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
Q1 | – | Sell |
-2,540
| Closed | -$152K | – | 137 |
|
|
2024
Q4 | $152K | Sell |
2,540
-642
| -20% | -$38.4K | 0.03% | 140 |
|
|
2024
Q3 | $197K | Hold |
3,182
| – | – | 0.04% | 142 |
|
|
2024
Q2 | $295K | Hold |
3,182
| – | – | 0.06% | 128 |
|
|
2024
Q1 | $367K | Buy |
3,182
+543
| +21% | +$62.6K | 0.07% | 125 |
|
|
2023
Q4 | $319K | Sell |
2,639
-87
| -3% | -$10.5K | 0.07% | 129 |
|
|
2023
Q3 | $318K | Sell |
2,726
-487
| -15% | -$56.8K | 0.1% | 112 |
|
|
2023
Q2 | $347K | Sell |
3,213
-656
| -17% | -$70.8K | 0.11% | 107 |
|
|
2023
Q1 | $368K | Buy |
3,869
+684
| +21% | +$65.1K | 0.11% | 120 |
|
|
2022
Q4 | $353K | Sell |
3,185
-15
| -0.5% | -$1.66K | 0.12% | 127 |
|
|
2022
Q3 | $309K | Sell |
3,200
-118
| -4% | -$11.4K | 0.12% | 136 |
|
|
2022
Q2 | $539K | Buy |
3,318
+930
| +39% | +$151K | 0.2% | 98 |
|
|
2022
Q1 | $468K | Buy |
2,388
+13
| +0.5% | +$2.55K | 0.15% | 123 |
|
|
2021
Q4 | $581K | Sell |
2,375
-552
| -19% | -$135K | 0.18% | 109 |
|
|
2021
Q3 | $658K | Sell |
2,927
-1,942
| -40% | -$437K | 0.22% | 102 |
|
|
2021
Q2 | $1.11M | Buy |
4,869
+1,046
| +27% | +$239K | 0.35% | 62 |
|
|
2021
Q1 | $805K | Sell |
3,823
-314
| -8% | -$66.1K | 0.27% | 73 |
|
|
2020
Q4 | $919K | Buy |
4,137
+341
| +9% | +$75.8K | 0.33% | 63 |
|
|
2020
Q3 | $735K | Sell |
3,796
-279
| -7% | -$54K | 0.3% | 66 |
|
|
2020
Q2 | $768K | Sell |
4,075
-819
| -17% | -$154K | 0.25% | 62 |
|
|
2020
Q1 | $705K | Sell |
4,894
-698
| -12% | -$101K | 0.27% | 58 |
|
|
2019
Q4 | $1.01M | Buy |
5,592
+319
| +6% | +$57.3K | 0.26% | 56 |
|
|
2019
Q3 | $831K | Hold |
5,273
| – | – | 0.23% | 58 |
|
|
2019
Q2 | $689K | Buy |
5,273
+570
| +12% | +$74.5K | 0.2% | 60 |
|
|
2019
Q1 | $545K | Sell |
4,703
-2,015
| -30% | -$234K | 0.16% | 65 |
|
|
2018
Q4 | $881K | Sell |
6,718
-1,826
| -21% | -$239K | 0.27% | 53 |
|
|
2018
Q3 | $1.12M | Sell |
8,544
-261
| -3% | -$34.2K | 0.2% | 56 |
|
|
2018
Q2 | $867K | Buy |
8,805
+2,768
| +46% | +$273K | 0.16% | 60 |
|
|
2018
Q1 | $525K | Sell |
6,037
-89
| -1% | -$7.74K | 0.08% | 90 |
|
|
2017
Q4 | $590K | Sell |
6,126
-110
| -2% | -$10.6K | 0.08% | 81 |
|
|
2017
Q3 | $604K | Sell |
6,236
-766
| -11% | -$74.2K | 0.09% | 77 |
|
|
2017
Q2 | $659K | Sell |
7,002
-254
| -4% | -$23.9K | 0.09% | 74 |
|
|
2017
Q1 | $684K | Sell |
7,256
-216
| -3% | -$20.4K | 0.09% | 71 |
|
|
2016
Q4 | $631K | Sell |
7,472
-323
| -4% | -$27.3K | 0.09% | 80 |
|
|
2016
Q3 | $672K | Buy |
7,795
+777
| +11% | +$67K | 0.1% | 67 |
|
|
2016
Q2 | $722K | Sell |
7,018
-190
| -3% | -$19.5K | 0.11% | 62 |
|
|
2016
Q1 | $747K | Buy |
7,208
+3,928
| +120% | +$407K | 0.07% | 109 |
|
|
2015
Q4 | $309K | Buy |
3,280
+795
| +32% | +$74.9K | 0.03% | 128 |
|
|
2015
Q3 | $222K | Sell |
2,485
-886
| -26% | -$79.2K | 0.01% | 130 |
|
|
2015
Q2 | $329K | Sell |
3,371
-1,949
| -37% | -$190K | 0.01% | 128 |
|
|
2015
Q1 | $434K | Sell |
5,320
-2,094
| -28% | -$171K | 0.02% | 123 |
|
|
2014
Q4 | $482K | Sell |
7,414
-56
| -0.7% | -$3.64K | 0.02% | 121 |
|
|
2014
Q3 | $392K | Sell |
7,470
-70
| -0.9% | -$3.67K | 0.01% | 126 |
|
|
2014
Q2 | $457K | Buy |
7,540
+1,387
| +23% | +$84.1K | 0.02% | 116 |
|
|
2014
Q1 | $426K | Sell |
6,153
-1,035
| -14% | -$71.7K | 0.02% | 114 |
|
|
2013
Q4 | $355K | Sell |
7,188
-1,570
| -18% | -$77.5K | 0.01% | 118 |
|
|
2013
Q3 | $388K | Sell |
8,758
-340
| -4% | -$15.1K | 0.02% | 116 |
|
|
2013
Q2 | $349K | Buy |
+9,098
| New | +$349K | 0.01% | 120 |
|