Inspire Investing’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
Q2 | $392K | Buy |
13,797
+7,333
| +113% | +$208K | 0.04% | 445 |
|
|
2025
Q1 | $346K | Sell |
6,464
-239
| -4% | -$12.8K | 0.04% | 395 |
|
|
2024
Q4 | $401K | Buy |
6,703
+54
| +0.8% | +$3.23K | 0.04% | 535 |
|
|
2024
Q3 | $411K | Buy |
6,649
+2,861
| +76% | +$177K | 0.04% | 644 |
|
|
2024
Q2 | $351K | Buy |
3,788
+704
| +23% | +$65.3K | 0.04% | 600 |
|
|
2024
Q1 | $355K | Sell |
3,084
-93
| -3% | -$10.7K | 0.04% | 749 |
|
|
2023
Q4 | $384K | Buy |
3,177
+559
| +21% | +$67.5K | 0.04% | 558 |
|
|
2023
Q3 | $305K | Sell |
2,618
-270
| -9% | -$31.5K | 0.04% | 741 |
|
|
2023
Q2 | $312K | Buy |
2,888
+85
| +3% | +$9.18K | 0.04% | 754 |
|
|
2023
Q1 | $267K | Buy |
2,803
+684
| +32% | +$65.1K | 0.03% | 775 |
|
|
2022
Q4 | $235K | Sell |
2,119
-20
| -0.9% | -$2.22K | 0.03% | 642 |
|
|
2022
Q3 | $206K | Buy |
2,139
+834
| +64% | +$80.3K | 0.03% | 624 |
|
|
2022
Q2 | $212K | Buy |
1,305
+102
| +8% | +$16.6K | 0.03% | 526 |
|
|
2022
Q1 | $236K | Buy |
1,203
+209
| +21% | +$41K | 0.03% | 498 |
|
|
2021
Q4 | $243K | Sell |
994
-41
| -4% | -$10K | 0.03% | 758 |
|
|
2021
Q3 | $233K | Buy |
+1,035
| New | +$233K | 0.03% | 528 |
|