JP Morgan Chase’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.15M | Buy |
34,253
+8,308
| +32% | +$557K | ﹤0.01% | 4046 |
|
|
2025
Q4 | $1.39M | Buy |
25,945
+306
| +1% | +$16.5K | ﹤0.01% | 4379 |
|
|
2025
Q3 | $1.34M | Sell |
25,639
-64,787
| -72% | -$3.03M | ﹤0.01% | 4375 |
|
|
2025
Q2 | $3.02M | Buy |
90,426
+53,211
| +143% | +$1.6M | ﹤0.01% | 3596 |
|
|
2025
Q1 | $1.19M | Sell |
37,215
-78,327
| -68% | -$3.16M | ﹤0.01% | 4228 |
|
|
2024
Q4 | $5.16M | Buy |
115,542
+56,113
| +94% | +$2.78M | ﹤0.01% | 3308 |
|
|
2024
Q3 | $2.83M | Sell |
59,429
-18,506
| -24% | -$814K | ﹤0.01% | 3697 |
|
|
2024
Q2 | $3.72M | Sell |
77,935
-17,505
| -18% | -$838K | ﹤0.01% | 3273 |
|
|
2024
Q1 | $4.27M | Buy |
95,440
+15,138
| +19% | +$650K | ﹤0.01% | 3230 |
|
|
2023
Q4 | $3.64M | Buy |
80,302
+31,564
| +65% | +$1.46M | ﹤0.01% | 3365 |
|
|
2023
Q3 | $2.7M | Sell |
48,738
-7,539
| -13% | -$448K | ﹤0.01% | 3319 |
|
|
2023
Q2 | $3.72M | Buy |
56,277
+3,967
| +8% | +$235K | ﹤0.01% | 3098 |
|
|
2023
Q1 | $3.42M | Buy |
52,310
+8,056
| +18% | +$524K | ﹤0.01% | 3115 |
|
|
2022
Q4 | $2.41M | Buy |
44,254
+3,500
| +9% | +$189K | ﹤0.01% | 3417 |
|
|
2022
Q3 | $2.06M | Buy |
40,754
+295
| +0.7% | +$17.8K | ﹤0.01% | 3434 |
|
|
2022
Q2 | $2.68M | Buy |
40,459
+2,387
| +6% | +$166K | ﹤0.01% | 3307 |
|
|
2022
Q1 | $3.06M | Sell |
38,072
-35,146
| -48% | -$2.8M | ﹤0.01% | 3421 |
|
|
2021
Q4 | $7.7M | Buy |
73,218
+40,549
| +124% | +$3.94M | ﹤0.01% | 2680 |
|
|
2021
Q3 | $2.68M | Sell |
32,669
-37,852
| -54% | -$3.09M | ﹤0.01% | 3538 |
|
|
2021
Q2 | $5.5M | Sell |
70,521
-8,838
| -11% | -$647K | ﹤0.01% | 2967 |
|
|
2021
Q1 | $5.78M | Buy |
79,359
+16,679
| +27% | +$1.07M | ﹤0.01% | 2844 |
|
|
2020
Q4 | $3.34M | Buy |
62,680
+39,956
| +176% | +$1.88M | ﹤0.01% | 3119 |
|
|
2020
Q3 | $839K | Buy |
22,724
+12,045
| +113% | +$467K | ﹤0.01% | 3739 |
|
|
2020
Q2 | $397K | Sell |
10,679
-3,490
| -25% | -$119K | ﹤0.01% | 3945 |
|
|
2020
Q1 | $538K | Sell |
14,169
-17,403
| -55% | -$741K | ﹤0.01% | 3780 |
|
|
2019
Q4 | $1.46M | Buy |
31,572
+21,967
| +229% | +$942K | ﹤0.01% | 3609 |
|
|
2019
Q3 | $390K | Buy |
9,605
+1,558
| +19% | +$67.8K | ﹤0.01% | 4289 |
|
|
2019
Q2 | $362K | Buy |
8,047
+1,020
| +15% | +$47.6K | ﹤0.01% | 4381 |
|
|
2019
Q1 | $327K | Sell |
7,027
-2,361
| -25% | -$94.3K | ﹤0.01% | 4405 |
|
|
2018
Q4 | $312K | Buy |
9,388
+266
| +3% | +$11.2K | ﹤0.01% | 4373 |
|
|
2018
Q3 | $500K | Buy |
9,122
+817
| +10% | +$41.4K | ﹤0.01% | 4282 |
|
|
2018
Q2 | $400K | Buy |
8,305
+267
| +3% | +$13.5K | ﹤0.01% | 4275 |
|
|
2018
Q1 | $431K | Buy |
8,038
+623
| +8% | +$36.7K | ﹤0.01% | 4075 |
|
|
2017
Q4 | $480K | Buy |
7,415
+5,215
| +237% | +$305K | ﹤0.01% | 4089 |
|
|
2017
Q3 | $119K | Hold |
2,200
| – | – | ﹤0.01% | 4255 |
|
|
2017
Q2 | $94K | Sell |
2,200
-18,421
| -89% | -$742K | ﹤0.01% | 4195 |
|
|
2017
Q1 | $744K | Sell |
20,621
-12,989
| -39% | -$487K | ﹤0.01% | 3539 |
|
|
2016
Q4 | $1.34M | Buy |
33,610
+33,310
| +11,103% | +$1.19M | ﹤0.01% | 3302 |
|
|
2016
Q3 | $10K | Buy |
+300
| New | +$9.06K | ﹤0.01% | 4295 |
|
|
2013
Q4 | – | Sell |
-8,683
| Closed | -$315K | – | 4153 |
|
|
2013
Q3 | $315K | Sell |
8,683
-1,639
| -16% | -$53.6K | ﹤0.01% | 3848 |
|
|
2013
Q2 | $323K | Buy |
+10,322
| New | +$329K | ﹤0.01% | 3786 |
|
Other funds holding HLIO
VPM
VCM
CCA
SBF
