MAI Capital Management’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 | $3.15K | Buy |
111
+45
| +68% | +$1.28K | ﹤0.01% | 3084 |
|
|
2025
Q1 | $3.53K | Hold |
66
| – | – | ﹤0.01% | 2658 |
|
|
2024
Q4 | $3.95K | Buy |
+66
| New | +$3.95K | ﹤0.01% | 2679 |
|
|
2016
Q4 | – | Sell |
-7,875
| Closed | -$679K | – | 449 |
|
|
2016
Q3 | $679K | Sell |
7,875
-140
| -2% | -$12.1K | 0.05% | 228 |
|
|
2016
Q2 | $824K | Sell |
8,015
-200
| -2% | -$20.6K | 0.06% | 202 |
|
|
2016
Q1 | $852K | Buy |
+8,215
| New | +$852K | 0.07% | 194 |
|