Moody Aldrich Partners’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $5.94M | Sell |
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|
2023
Q4 | $6.37M | Buy |
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|
2023
Q3 | $5.85M | Buy |
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|
2023
Q2 | $5.2M | Sell |
|
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|
2023
Q1 | $4.61M | Sell |
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|
2022
Q4 | $7.73M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $5.94M | Buy |
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|
2020
Q3 | $4.36M | Buy |
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|
2020
Q2 | $2.15M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $1.58M | Buy |
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|
2016
Q2 | $1.26M | Buy |
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|
2016
Q1 | $710K | Buy |
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