NWAG
HELE icon

Net Worth Advisory Group’s Helen of Troy HELE Stock Holding History

Net Worth Advisory Group’s Portfolio HELE Stock Details HELE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-7,090
Closed -$379K – 439
2025
Q1 		$379K Buy
7,090
+2,266
+47% +$121K 0.12% 198
2024
Q4 		$289K Sell
4,824
-1,849
-28% -$111K 0.09% 258
2024
Q3 		$413K Buy
+6,673
New +$413K 0.12% 196