Nisa Investment Advisors’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 | $34.1K | Sell |
1,202
-4,090
| -77% | -$116K | ﹤0.01% | 1710 |
|
|
2025
Q1 | $283K | Sell |
5,292
-153
| -3% | -$8.18K | ﹤0.01% | 1143 |
|
|
2024
Q4 | $326K | Buy |
5,445
+116
| +2% | +$6.94K | ﹤0.01% | 1167 |
|
|
2024
Q3 | $330K | Sell |
5,329
-443
| -8% | -$27.4K | ﹤0.01% | 1159 |
|
|
2024
Q2 | $535K | Buy |
5,772
+21
| +0.4% | +$1.95K | ﹤0.01% | 1063 |
|
|
2024
Q1 | $663K | Buy |
5,751
+19
| +0.3% | +$2.19K | ﹤0.01% | 991 |
|
|
2023
Q4 | $692K | Sell |
5,732
-250
| -4% | -$30.2K | ﹤0.01% | 957 |
|
|
2023
Q3 | $697K | Sell |
5,982
-100
| -2% | -$11.7K | 0.01% | 968 |
|
|
2023
Q2 | $657K | Buy |
6,082
+15
| +0.2% | +$1.62K | ﹤0.01% | 999 |
|
|
2023
Q1 | $577K | Buy |
6,067
+350
| +6% | +$33.3K | ﹤0.01% | 1022 |
|
|
2022
Q4 | $634K | Sell |
5,717
-9
| -0.2% | -$998 | 0.01% | 1049 |
|
|
2022
Q3 | $552K | Sell |
5,726
-366
| -6% | -$35.3K | ﹤0.01% | 991 |
|
|
2022
Q2 | $989K | Sell |
6,092
-330
| -5% | -$53.6K | 0.01% | 831 |
|
|
2022
Q1 | $1.26M | Sell |
6,422
-78
| -1% | -$15.3K | 0.01% | 794 |
|
|
2021
Q4 | $1.36M | Sell |
6,500
-120
| -2% | -$25.1K | 0.01% | 750 |
|
|
2021
Q3 | $1.49K | Hold |
6,620
| – | – | 0.01% | 790 |
|
|
2021
Q2 | $1.51K | Hold |
6,620
| – | – | 0.01% | 803 |
|
|
2021
Q1 | $1.4K | Sell |
6,620
-200
| -3% | -$42 | 0.01% | 834 |
|
|
2020
Q4 | $1.52M | Buy |
6,820
+150
| +2% | +$33.3K | 0.01% | 768 |
|
|
2020
Q3 | $1.29M | Buy |
6,670
+570
| +9% | +$110K | 0.01% | 727 |
|
|
2020
Q2 | $1.15M | Sell |
6,100
-385
| -6% | -$72.6K | 0.01% | 748 |
|
|
2020
Q1 | $934K | Sell |
6,485
-20
| -0.3% | -$2.88K | 0.01% | 724 |
|
|
2019
Q4 | $1.17M | Buy |
6,505
+80
| +1% | +$14.4K | 0.01% | 830 |
|
|
2019
Q3 | $1.01M | Hold |
6,425
| – | – | 0.01% | 870 |
|
|
2019
Q2 | $839K | Buy |
6,425
+800
| +14% | +$104K | 0.01% | 908 |
|
|
2019
Q1 | $652K | Sell |
5,625
-50
| -0.9% | -$5.8K | 0.01% | 975 |
|
|
2018
Q4 | $744K | Buy |
5,675
+175
| +3% | +$22.9K | 0.01% | 875 |
|
|
2018
Q3 | $720K | Hold |
5,500
| – | – | 0.01% | 986 |
|
|
2018
Q2 | $541K | Hold |
5,500
| – | – | 0.01% | 1032 |
|
|
2018
Q1 | $479K | Sell |
5,500
-900
| -14% | -$78.4K | 0.01% | 1039 |
|
|
2017
Q4 | $617K | Hold |
6,400
| – | – | 0.01% | 973 |
|
|
2017
Q3 | $620K | Sell |
6,400
-500
| -7% | -$48.4K | 0.01% | 972 |
|
|
2017
Q2 | $649K | Hold |
6,900
| – | – | 0.01% | 942 |
|
|
2017
Q1 | $650K | Hold |
6,900
| – | – | 0.01% | 945 |
|
|
2016
Q4 | $583K | Sell |
6,900
-2,500
| -27% | -$211K | 0.01% | 990 |
|
|
2016
Q3 | $810K | Hold |
9,400
| – | – | 0.01% | 861 |
|
|
2016
Q2 | $967K | Hold |
9,400
| – | – | 0.01% | 774 |
|
|
2016
Q1 | $975K | Buy |
9,400
+2,500
| +36% | +$259K | 0.01% | 765 |
|
|
2015
Q4 | $650K | Hold |
6,900
| – | – | 0.01% | 881 |
|
|
2015
Q3 | $616K | Hold |
6,900
| – | – | 0.01% | 893 |
|
|
2015
Q2 | $673K | Hold |
6,900
| – | – | 0.01% | 923 |
|
|
2015
Q1 | $562K | Hold |
6,900
| – | – | 0.01% | 1006 |
|
|
2014
Q4 | $449K | Buy |
6,900
+1,900
| +38% | +$124K | 0.01% | 1042 |
|
|
2014
Q3 | $263K | Hold |
5,000
| – | – | ﹤0.01% | 1179 |
|
|
2014
Q2 | $303K | Hold |
5,000
| – | – | ﹤0.01% | 1173 |
|
|
2014
Q1 | $346K | Hold |
5,000
| – | – | ﹤0.01% | 1147 |
|
|
2013
Q4 | $247K | Hold |
5,000
| – | – | ﹤0.01% | 1223 |
|
|
2013
Q3 | $221K | Buy |
+5,000
| New | +$221K | ﹤0.01% | 1236 |
|