JPMorgan Chase & Co’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 | $333K | Sell |
11,748
-194,509
| -94% | -$5.52M | ﹤0.01% | 4240 |
|
|
2025
Q1 | $11M | Buy |
206,257
+116,177
| +129% | +$6.21M | ﹤0.01% | 2109 |
|
|
2024
Q4 | $5.39M | Buy |
90,080
+6,191
| +7% | +$370K | ﹤0.01% | 2693 |
|
|
2024
Q3 | $5.19M | Buy |
83,889
+5,920
| +8% | +$366K | ﹤0.01% | 2621 |
|
|
2024
Q2 | $7.23M | Sell |
77,969
-707,505
| -90% | -$65.6M | ﹤0.01% | 2314 |
|
|
2024
Q1 | $90.5M | Buy |
785,474
+8,558
| +1% | +$986K | 0.01% | 914 |
|
|
2023
Q4 | $93.9M | Sell |
776,916
-237,982
| -23% | -$28.8M | 0.01% | 845 |
|
|
2023
Q3 | $118M | Sell |
1,014,898
-82,990
| -8% | -$9.67M | 0.01% | 689 |
|
|
2023
Q2 | $119M | Sell |
1,097,888
-400,676
| -27% | -$43.3M | 0.01% | 706 |
|
|
2023
Q1 | $143M | Buy |
1,498,564
+328,791
| +28% | +$31.3M | 0.02% | 612 |
|
|
2022
Q4 | $130M | Buy |
1,169,773
+85,805
| +8% | +$9.52M | 0.02% | 619 |
|
|
2022
Q3 | $105M | Sell |
1,083,968
-6,946
| -0.6% | -$670K | 0.02% | 661 |
|
|
2022
Q2 | $177M | Sell |
1,090,914
-332,527
| -23% | -$54M | 0.02% | 514 |
|
|
2022
Q1 | $279M | Buy |
1,423,441
+44,694
| +3% | +$8.75M | 0.03% | 435 |
|
|
2021
Q4 | $337M | Buy |
1,378,747
+95,539
| +7% | +$23.4M | 0.04% | 403 |
|
|
2021
Q3 | $288M | Sell |
1,283,208
-161,458
| -11% | -$36.3M | 0.04% | 432 |
|
|
2021
Q2 | $330M | Buy |
1,444,666
+137,889
| +11% | +$31.5M | 0.04% | 428 |
|
|
2021
Q1 | $275M | Buy |
1,306,777
+4,899
| +0.4% | +$1.03M | 0.04% | 447 |
|
|
2020
Q4 | $289M | Buy |
1,301,878
+138,936
| +12% | +$30.9M | 0.04% | 397 |
|
|
2020
Q3 | $232M | Buy |
1,162,942
+475,625
| +69% | +$94.8M | 0.04% | 408 |
|
|
2020
Q2 | $130M | Buy |
687,317
+185,648
| +37% | +$35M | 0.03% | 537 |
|
|
2020
Q1 | $72.3M | Buy |
501,669
+279,491
| +126% | +$40.3M | 0.02% | 639 |
|
|
2019
Q4 | $39.9M | Buy |
222,178
+53,167
| +31% | +$9.56M | 0.01% | 963 |
|
|
2019
Q3 | $26.6M | Sell |
169,011
-25,521
| -13% | -$4.02M | 0.01% | 1198 |
|
|
2019
Q2 | $25.6M | Sell |
194,532
-173,389
| -47% | -$22.8M | 0.01% | 1206 |
|
|
2019
Q1 | $42.7M | Buy |
367,921
+11,387
| +3% | +$1.32M | 0.01% | 924 |
|
|
2018
Q4 | $46.8M | Buy |
356,534
+109,999
| +45% | +$14.4M | 0.01% | 822 |
|
|
2018
Q3 | $32.3M | Sell |
246,535
-40,888
| -14% | -$5.35M | 0.01% | 1139 |
|
|
2018
Q2 | $28.3M | Buy |
287,423
+52,008
| +22% | +$5.12M | 0.01% | 1189 |
|
|
2018
Q1 | $20.5M | Sell |
235,415
-24,247
| -9% | -$2.11M | ﹤0.01% | 1340 |
|
|
2017
Q4 | $25M | Buy |
259,662
+40,272
| +18% | +$3.88M | 0.01% | 1250 |
|
|
2017
Q3 | $21.3M | Buy |
219,390
+24,522
| +13% | +$2.39M | ﹤0.01% | 1298 |
|
|
2017
Q2 | $18.3M | Sell |
194,868
-64,341
| -25% | -$6.05M | ﹤0.01% | 1350 |
|
|
2017
Q1 | $24.4M | Buy |
259,209
+14,906
| +6% | +$1.4M | 0.01% | 1197 |
|
|
2016
Q4 | $20.6M | Buy |
244,303
+88,468
| +57% | +$7.47M | 0.01% | 1280 |
|
|
2016
Q3 | $13.4M | Buy |
155,835
+5,098
| +3% | +$439K | ﹤0.01% | 1431 |
|
|
2016
Q2 | $15.5M | Sell |
150,737
-48,324
| -24% | -$4.97M | ﹤0.01% | 1388 |
|
|
2016
Q1 | $20.6M | Sell |
199,061
-117,631
| -37% | -$12.2M | 0.01% | 1186 |
|
|
2015
Q4 | $29.8M | Sell |
316,692
-38,788
| -11% | -$3.66M | 0.01% | 961 |
|
|
2015
Q3 | $31.7M | Sell |
355,480
-6,534
| -2% | -$583K | 0.01% | 916 |
|
|
2015
Q2 | $35.3M | Sell |
362,014
-45,968
| -11% | -$4.48M | 0.01% | 964 |
|
|
2015
Q1 | $33.2M | Sell |
407,982
-46,010
| -10% | -$3.75M | 0.01% | 1029 |
|
|
2014
Q4 | $29.5M | Sell |
453,992
-49,609
| -10% | -$3.23M | 0.01% | 1089 |
|
|
2014
Q3 | $26.4M | Sell |
503,601
-16,586
| -3% | -$871K | 0.01% | 1132 |
|
|
2014
Q2 | $31.5M | Sell |
520,187
-48,235
| -8% | -$2.92M | 0.01% | 1067 |
|
|
2014
Q1 | $39.4M | Buy |
568,422
+3,450
| +0.6% | +$239K | 0.01% | 924 |
|
|
2013
Q4 | $27.9M | Sell |
564,972
-15,701
| -3% | -$775K | 0.01% | 1068 |
|
|
2013
Q3 | $25.7M | Sell |
580,673
-21,172
| -4% | -$937K | 0.01% | 1099 |
|
|
2013
Q2 | $23.1M | Buy |
+601,845
| New | +$23.1M | 0.01% | 1093 |
|