JP Morgan Chase’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 | $2.7M | Buy |
192,769
+10,644
| +6% | +$186K | ﹤0.01% | 3880 |
|
|
2025
Q4 | $3.87M | Sell |
182,125
-60,047
| -25% | -$1.23M | ﹤0.01% | 3562 |
|
|
2025
Q3 | $6.1M | Buy |
242,172
+230,424
| +1,961% | +$5.58M | ﹤0.01% | 3173 |
|
|
2025
Q2 | $333K | Sell |
11,748
-194,509
| -94% | -$5.97M | ﹤0.01% | 4986 |
|
|
2025
Q1 | $11M | Buy |
206,257
+116,177
| +129% | +$6.71M | ﹤0.01% | 2448 |
|
|
2024
Q4 | $5.39M | Buy |
90,080
+6,191
| +7% | +$412K | ﹤0.01% | 3274 |
|
|
2024
Q3 | $5.19M | Buy |
83,889
+5,920
| +8% | +$350K | ﹤0.01% | 3190 |
|
|
2024
Q2 | $7.23M | Sell |
77,969
-707,505
| -90% | -$71.7M | ﹤0.01% | 2751 |
|
|
2024
Q1 | $90.5M | Buy |
785,474
+8,558
| +1% | +$1.02M | 0.01% | 986 |
|
|
2023
Q4 | $93.9M | Sell |
776,916
-237,982
| -23% | -$25.6M | 0.01% | 921 |
|
|
2023
Q3 | $118M | Sell |
1,014,898
-82,990
| -8% | -$10.3M | 0.01% | 747 |
|
|
2023
Q2 | $119M | Sell |
1,097,888
-400,676
| -27% | -$38.4M | 0.01% | 747 |
|
|
2023
Q1 | $143M | Buy |
1,498,564
+328,791
| +28% | +$35.2M | 0.02% | 658 |
|
|
2022
Q4 | $130M | Buy |
1,169,773
+85,805
| +8% | +$8.35M | 0.02% | 669 |
|
|
2022
Q3 | $105M | Sell |
1,083,968
-6,946
| -0.6% | -$893K | 0.02% | 709 |
|
|
2022
Q2 | $177M | Sell |
1,090,914
-332,527
| -23% | -$62.7M | 0.03% | 545 |
|
|
2022
Q1 | $279M | Buy |
1,423,441
+44,694
| +3% | +$9.42M | 0.04% | 464 |
|
|
2021
Q4 | $337M | Buy |
1,378,747
+95,539
| +7% | +$22.7M | 0.04% | 429 |
|
|
2021
Q3 | $288M | Sell |
1,283,208
-161,458
| -11% | -$37M | 0.04% | 460 |
|
|
2021
Q2 | $330M | Buy |
1,444,666
+137,889
| +11% | +$30.3M | 0.04% | 454 |
|
|
2021
Q1 | $275M | Buy |
1,306,777
+4,899
| +0.4% | +$1.1M | 0.04% | 475 |
|
|
2020
Q4 | $289M | Buy |
1,301,878
+138,936
| +12% | +$28.6M | 0.05% | 424 |
|
|
2020
Q3 | $232M | Buy |
1,162,942
+475,625
| +69% | +$94.5M | 0.04% | 432 |
|
|
2020
Q2 | $130M | Buy |
687,317
+185,648
| +37% | +$30.4M | 0.03% | 564 |
|
|
2020
Q1 | $72.3M | Buy |
501,669
+279,491
| +126% | +$47.4M | 0.02% | 679 |
|
|
2019
Q4 | $39.9M | Buy |
222,178
+53,167
| +31% | +$8.53M | 0.01% | 1087 |
|
|
2019
Q3 | $26.6M | Sell |
169,011
-25,521
| -13% | -$3.79M | 0.01% | 1378 |
|
|
2019
Q2 | $25.6M | Sell |
194,532
-173,389
| -47% | -$22.7M | 0.01% | 1385 |
|
|
2019
Q1 | $42.7M | Buy |
367,921
+11,387
| +3% | +$1.31M | 0.01% | 1032 |
|
|
2018
Q4 | $46.8M | Buy |
356,534
+109,999
| +45% | +$14.4M | 0.01% | 927 |
|
|
2018
Q3 | $32.3M | Sell |
246,535
-40,888
| -14% | -$4.82M | 0.01% | 1295 |
|
|
2018
Q2 | $28.3M | Buy |
287,423
+52,008
| +22% | +$4.74M | 0.01% | 1338 |
|
|
2018
Q1 | $20.5M | Sell |
235,415
-24,247
| -9% | -$2.21M | ﹤0.01% | 1491 |
|
|
2017
Q4 | $25M | Buy |
259,662
+40,272
| +18% | +$3.71M | 0.01% | 1415 |
|
|
2017
Q3 | $21.3M | Buy |
219,390
+24,522
| +13% | +$2.36M | 0.01% | 1454 |
|
|
2017
Q2 | $18.3M | Sell |
194,868
-64,341
| -25% | -$5.99M | ﹤0.01% | 1519 |
|
|
2017
Q1 | $24.4M | Buy |
259,209
+14,906
| +6% | +$1.41M | 0.01% | 1344 |
|
|
2016
Q4 | $20.6M | Buy |
244,303
+88,468
| +57% | +$7.4M | 0.01% | 1451 |
|
|
2016
Q3 | $13.4M | Buy |
155,835
+5,098
| +3% | +$478K | ﹤0.01% | 1599 |
|
|
2016
Q2 | $15.5M | Sell |
150,737
-48,324
| -24% | -$4.88M | ﹤0.01% | 1557 |
|
|
2016
Q1 | $20.6M | Sell |
199,061
-117,631
| -37% | -$11M | 0.01% | 1314 |
|
|
2015
Q4 | $29.8M | Sell |
316,692
-38,788
| -11% | -$3.88M | 0.01% | 1075 |
|
|
2015
Q3 | $31.7M | Sell |
355,480
-6,534
| -2% | -$585K | 0.01% | 993 |
|
|
2015
Q2 | $35.3M | Sell |
362,014
-45,968
| -11% | -$4.04M | 0.01% | 1055 |
|
|
2015
Q1 | $33.2M | Sell |
407,982
-46,010
| -10% | -$3.51M | 0.01% | 1106 |
|
|
2014
Q4 | $29.5M | Sell |
453,992
-49,609
| -10% | -$3.05M | 0.01% | 1234 |
|
|
2014
Q3 | $26.4M | Sell |
503,601
-16,586
| -3% | -$930K | 0.01% | 1274 |
|
|
2014
Q2 | $31.5M | Sell |
520,187
-48,235
| -8% | -$3M | 0.01% | 1086 |
|
|
2014
Q1 | $39.4M | Buy |
568,422
+3,450
| +0.6% | +$210K | 0.01% | 945 |
|
|
2013
Q4 | $27.9M | Sell |
564,972
-15,701
| -3% | -$736K | 0.01% | 1128 |
|
|
2013
Q3 | $25.7M | Sell |
580,673
-21,172
| -4% | -$891K | 0.01% | 1159 |
|
|
2013
Q2 | $23.1M | Buy |
+601,845
| New | +$22.9M | 0.01% | 1167 |
|
Other funds holding HELE
RI
VCM
PCMI
ICM