JPMorgan Chase & Co’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.02M | Buy |
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|
2025
Q1 | $1.19M | Sell |
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|
2024
Q4 | $5.16M | Buy |
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|
2024
Q3 | $2.83M | Sell |
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|
2024
Q2 | $3.72M | Sell |
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|
2024
Q1 | $4.27M | Buy |
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|
2023
Q4 | $3.64M | Buy |
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|
2023
Q3 | $2.7M | Sell |
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|
2023
Q2 | $3.72M | Buy |
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|
2023
Q1 | $3.42M | Buy |
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|
2022
Q4 | $2.41M | Buy |
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|
2022
Q3 | $2.06M | Buy |
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|
2022
Q2 | $2.68M | Buy |
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|
2022
Q1 | $3.06M | Sell |
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|
2021
Q4 | $7.7M | Buy |
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|
2021
Q3 | $2.68M | Sell |
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|
2021
Q2 | $5.5M | Sell |
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|
2021
Q1 | $5.78M | Buy |
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|
2020
Q4 | $3.34M | Buy |
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|
2020
Q3 | $839K | Buy |
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|
2020
Q2 | $397K | Sell |
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|
2020
Q1 | $538K | Sell |
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|
2019
Q4 | $1.46M | Buy |
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|
2019
Q3 | $390K | Buy |
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|
2019
Q2 | $362K | Buy |
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|
2019
Q1 | $327K | Sell |
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|
2018
Q4 | $312K | Buy |
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|
2018
Q3 | $500K | Buy |
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|
2018
Q2 | $400K | Buy |
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|
2018
Q1 | $431K | Buy |
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|
2017
Q4 | $480K | Buy |
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|
2017
Q3 | $119K | Hold |
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|
2017
Q2 | $94K | Sell |
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|
2017
Q1 | $744K | Sell |
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|
2016
Q4 | $1.34M | Buy |
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|
2016
Q3 | $10K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $315K | Sell |
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|
2013
Q2 | $323K | Buy |
|