IAS
IMA Advisory Services’s Helen of Troy HELE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.3K | Hold |
963
| – | – | ﹤0.01% | 268 |
|
|
2025
Q1 | $51.5K | Buy |
+963
| New | +$51.5K | 0.01% | 232 |
|
|
2024
Q4 | – | Sell |
-1,201
| Closed | -$74.3K | – | 220 |
|
|
2024
Q3 | $74.3K | Buy |
+1,201
| New | +$74.3K | 0.02% | 163 |
|
|
2023
Q4 | – | Sell |
-1,201
| Closed | -$140K | – | 152 |
|
|
2023
Q3 | $140K | Hold |
1,201
| – | – | 0.04% | 143 |
|
|
2023
Q2 | $130K | Hold |
1,201
| – | – | 0.03% | 148 |
|
|
2023
Q1 | $114K | Hold |
1,201
| – | – | 0.03% | 148 |
|
|
2022
Q4 | $133K | Sell |
1,201
-1
| -0.1% | -$111 | 0.04% | 149 |
|
|
2022
Q3 | $116K | Buy |
1,202
+1
| +0.1% | +$97 | 0.03% | 151 |
|
|
2022
Q2 | $195K | Hold |
1,201
| – | – | 0.05% | 142 |
|
|
2022
Q1 | $235K | Hold |
1,201
| – | – | 0.05% | 116 |
|
|
2021
Q4 | $294K | Hold |
1,201
| – | – | 0.06% | 113 |
|
|
2021
Q3 | $270K | Hold |
1,201
| – | – | 0.06% | 114 |
|
|
2021
Q2 | $274K | Hold |
1,201
| – | – | 0.06% | 114 |
|
|
2021
Q1 | $253K | Hold |
1,201
| – | – | 0.06% | 112 |
|
|
2020
Q4 | $267K | Hold |
1,201
| – | – | 0.07% | 104 |
|
|
2020
Q3 | $232K | Hold |
1,201
| – | – | 0.08% | 113 |
|
|
2020
Q2 | $226K | Hold |
1,201
| – | – | 0.08% | 109 |
|
|
2020
Q1 | $173K | Hold |
1,201
| – | – | 0.08% | 107 |
|
|
2019
Q4 | $216K | Hold |
1,201
| – | – | 0.08% | 101 |
|
|
2019
Q3 | $189K | Hold |
1,201
| – | – | 0.07% | 106 |
|
|
2019
Q2 | $157K | Hold |
1,201
| – | – | 0.06% | 113 |
|
|
2019
Q1 | $139K | Hold |
1,201
| – | – | 0.05% | 118 |
|
|
2018
Q4 | $158K | Hold |
1,201
| – | – | 0.07% | 113 |
|
|
2018
Q3 | $157K | Hold |
1,201
| – | – | 0.06% | 116 |
|
|
2018
Q2 | $118K | Buy |
+1,201
| New | +$118K | 0.05% | 130 |
|