IMA Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.3K | Hold |
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|
2025
Q1 | $51.5K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $74.3K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $140K | Hold |
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|
2023
Q2 | $130K | Hold |
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|
2023
Q1 | $114K | Hold |
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|
2022
Q4 | $133K | Sell |
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|
2022
Q3 | $116K | Buy |
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|
2022
Q2 | $195K | Hold |
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|
2022
Q1 | $235K | Hold |
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|
2021
Q4 | $294K | Hold |
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|
2021
Q3 | $270K | Hold |
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|
2021
Q2 | $274K | Hold |
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|
2021
Q1 | $253K | Hold |
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|
2020
Q4 | $267K | Hold |
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|
2020
Q3 | $232K | Hold |
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|
2020
Q2 | $226K | Hold |
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|
2020
Q1 | $173K | Hold |
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|
2019
Q4 | $216K | Hold |
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|
2019
Q3 | $189K | Hold |
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|
2019
Q2 | $157K | Hold |
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|
2019
Q1 | $139K | Hold |
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|
2018
Q4 | $158K | Hold |
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|
2018
Q3 | $157K | Hold |
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|
2018
Q2 | $118K | Buy |
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