KBC Group’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
Sell
-1,341
Closed -$72K 1754
2025
Q1
$72K Sell
1,341
-11
-0.8% -$591 ﹤0.01% 1659
2024
Q4
$81K Buy
1,352
+571
+73% +$34.2K ﹤0.01% 1672
2024
Q3
$48K Hold
781
﹤0.01% 1726
2024
Q2
$72K Buy
781
+215
+38% +$19.8K ﹤0.01% 1391
2024
Q1
$65K Buy
566
+162
+40% +$18.6K ﹤0.01% 1379
2023
Q4
$49K Hold
404
﹤0.01% 1540
2023
Q3
$47K Buy
+404
New +$47K ﹤0.01% 1492
2020
Q1
Sell
-1,138
Closed -$205K 1359
2019
Q4
$205K Sell
1,138
-10,976
-91% -$1.98M ﹤0.01% 1281
2019
Q3
$1.91M Buy
+12,114
New +$1.91M 0.01% 665
2016
Q1
Sell
-570
Closed -$54K 1271
2015
Q4
$54K Sell
570
-2,511
-81% -$238K ﹤0.01% 1178
2015
Q3
$275K Sell
3,081
-18,433
-86% -$1.65M 0.01% 931
2015
Q2
$2.1M Sell
21,514
-12,691
-37% -$1.24M 0.03% 543
2015
Q1
$2.79M Buy
34,205
+18,980
+125% +$1.55M 0.04% 446
2014
Q4
$991K Buy
15,225
+4,098
+37% +$267K 0.01% 751
2014
Q3
$584K Sell
11,127
-13,734
-55% -$721K 0.02% 689
2014
Q2
$1.51M Buy
24,861
+24,364
+4,902% +$1.48M 0.02% 659
2014
Q1
$34K Buy
+497
New +$34K ﹤0.01% 1235