IFP Advisors’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.99K | Buy |
554
+453
| +449% | +$7.92K | ﹤0.01% | 3271 |
|
|
2025
Q4 | $2.15K | Buy |
101
+94
| +1,343% | +$1.92K | ﹤0.01% | 3810 |
|
|
2025
Q3 | $176 | Buy |
+7
| New | +$170 | ﹤0.01% | 4420 |
|
|
2025
Q2 | – | Hold |
0
| – | – | – | 3512 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 4008 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 4201 |
|
|
2023
Q1 | – | Sell |
-20
| Closed | -$3K | – | 3842 |
|
|
2022
Q4 | $3K | Buy |
20
+3
| +18% | +$292 | ﹤0.01% | 4010 |
|
|
2022
Q3 | $17K | Buy |
17
+1
| +6% | +$129 | ﹤0.01% | 3233 |
|
|
2022
Q2 | $17K | Hold |
16
| – | – | ﹤0.01% | 2989 |
|
|
2022
Q1 | $17K | Sell |
16
-84
| -84% | -$17.7K | ﹤0.01% | 2989 |
|
|
2021
Q4 | $24K | Hold |
100
| – | – | ﹤0.01% | 1863 |
|
|
2021
Q3 | $22K | Hold |
100
| – | – | ﹤0.01% | 1941 |
|
|
2021
Q2 | $23K | Hold |
100
| – | – | ﹤0.01% | 1872 |
|
|
2021
Q1 | $21K | Hold |
100
| – | – | ﹤0.01% | 1835 |
|
|
2020
Q4 | $22K | Sell |
100
-15
| -13% | -$3.09K | ﹤0.01% | 1758 |
|
|
2020
Q3 | $22K | Hold |
115
| – | – | ﹤0.01% | 1608 |
|
|
2020
Q2 | $22K | Sell |
115
-37
| -24% | -$6.06K | ﹤0.01% | 1533 |
|
|
2020
Q1 | $24K | Buy |
+152
| New | +$25.8K | ﹤0.01% | 1415 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3177 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3329 |
|
|
2019
Q1 | $4K | Sell |
37
-178
| -83% | -$20.5K | ﹤0.01% | 1925 |
|
|
2018
Q4 | $28K | Sell |
215
-43
| -17% | -$5.64K | ﹤0.01% | 1938 |
|
|
2018
Q3 | $34K | Sell |
258
-750
| -74% | -$88.3K | ﹤0.01% | 2128 |
|
|
2018
Q2 | $99K | Buy |
1,008
+950
| +1,638% | +$86.6K | ﹤0.01% | 1485 |
|
|
2018
Q1 | $6K | Hold |
58
| – | – | ﹤0.01% | 3071 |
|
|
2017
Q4 | $6K | Hold |
58
| – | – | ﹤0.01% | 3117 |
|
|
2017
Q3 | $6K | Hold |
58
| – | – | ﹤0.01% | 3298 |
|
|
2017
Q2 | $5K | Hold |
58
| – | – | ﹤0.01% | 3391 |
|
|
2017
Q1 | $5K | Sell |
58
-65
| -53% | -$6.13K | ﹤0.01% | 3288 |
|
|
2016
Q4 | $10K | Sell |
123
-47
| -28% | -$3.93K | ﹤0.01% | 2897 |
|
|
2016
Q3 | $15K | Buy |
170
+42
| +33% | +$3.94K | ﹤0.01% | 2588 |
|
|
2016
Q2 | $13K | Buy |
128
+91
| +246% | +$9.18K | ﹤0.01% | 2618 |
|
|
2016
Q1 | $4K | Buy |
+37
| New | +$3.45K | ﹤0.01% | 1923 |
|
Other funds holding HELE
RI
VCM
PCMI
ICM