Northwestern Mutual Wealth 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
Q1 | – | Sell |
-5
| Closed | -$299 | – | 3790 |
|
|
2024
Q4 | $299 | Sell |
5
-309
| -98% | -$18.5K | ﹤0.01% | 3426 |
|
|
2024
Q3 | $19.4K | Sell |
314
-286
| -48% | -$17.7K | ﹤0.01% | 2479 |
|
|
2024
Q2 | $55.6K | Buy |
600
+45
| +8% | +$4.17K | ﹤0.01% | 2052 |
|
|
2024
Q1 | $64K | Buy |
555
+300
| +118% | +$34.6K | ﹤0.01% | 1983 |
|
|
2023
Q4 | $30.8K | Buy |
255
+5
| +2% | +$604 | ﹤0.01% | 2249 |
|
|
2023
Q3 | $29.1K | Sell |
250
-7
| -3% | -$816 | ﹤0.01% | 2180 |
|
|
2023
Q2 | $27.8K | Buy |
257
+2
| +0.8% | +$216 | ﹤0.01% | 2194 |
|
|
2023
Q1 | $24.3K | Buy |
+255
| New | +$24.3K | ﹤0.01% | 2200 |
|
|
2022
Q4 | – | Sell |
-1
| Closed | – | – | 3384 |
|
|
2022
Q3 | $0 | Sell |
1
-2
| -67% | – | ﹤0.01% | 3228 |
|
|
2022
Q2 | $0 | Sell |
3
-19
| -86% | – | ﹤0.01% | 3297 |
|
|
2022
Q1 | $4K | Sell |
22
-428
| -95% | -$77.8K | ﹤0.01% | 2794 |
|
|
2021
Q4 | $110K | Hold |
450
| – | – | ﹤0.01% | 1669 |
|
|
2021
Q3 | $101K | Buy |
+450
| New | +$101K | ﹤0.01% | 1625 |
|
|
2020
Q2 | – | Sell |
-20
| Closed | -$3K | – | 2514 |
|
|
2020
Q1 | $3K | Buy |
20
+15
| +300% | +$2.25K | ﹤0.01% | 2172 |
|
|
2019
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 2294 |
|
|
2019
Q3 | – | Sell |
-16
| Closed | -$2K | – | 2554 |
|
|
2019
Q2 | $2K | Sell |
16
-84
| -84% | -$10.5K | ﹤0.01% | 2318 |
|
|
2019
Q1 | $12K | Hold |
100
| – | – | ﹤0.01% | 1888 |
|
|
2018
Q4 | $13K | Hold |
100
| – | – | ﹤0.01% | 1745 |
|
|
2018
Q3 | $13K | Hold |
100
| – | – | ﹤0.01% | 1833 |
|
|
2018
Q2 | $10K | Hold |
100
| – | – | ﹤0.01% | 1833 |
|
|
2018
Q1 | $9K | Hold |
100
| – | – | ﹤0.01% | 1781 |
|
|
2017
Q4 | $10K | Buy |
+100
| New | +$10K | ﹤0.01% | 1753 |
|
|
2017
Q3 | – | Sell |
-15
| Closed | -$1K | – | 2197 |
|
|
2017
Q2 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 1943 |
|
|
2016
Q3 | – | Sell |
-81
| Closed | -$8K | – | 742 |
|
|
2016
Q2 | $8K | Hold |
81
| – | – | ﹤0.01% | 1433 |
|
|
2016
Q1 | $8K | Buy |
+81
| New | +$8K | ﹤0.01% | 1508 |
|
|
2015
Q3 | – | Sell |
-39
| Closed | -$4K | – | 1739 |
|
|
2015
Q2 | $4K | Hold |
39
| – | – | ﹤0.01% | 1154 |
|
|
2015
Q1 | $3K | Sell |
39
-81
| -68% | -$6.23K | ﹤0.01% | 1300 |
|
|
2014
Q4 | $8K | Buy |
120
+81
| +208% | +$5.4K | ﹤0.01% | 1143 |
|
|
2014
Q3 | $2K | Hold |
39
| – | – | ﹤0.01% | 1190 |
|
|
2014
Q2 | $2K | Hold |
39
| – | – | ﹤0.01% | 1149 |
|
|
2014
Q1 | $3K | Hold |
39
| – | – | ﹤0.01% | 1082 |
|
|
2013
Q4 | $2K | Hold |
39
| – | – | ﹤0.01% | 1242 |
|
|
2013
Q3 | $2K | Hold |
39
| – | – | ﹤0.01% | 1186 |
|
|
2013
Q2 | $1K | Buy |
+39
| New | +$1K | ﹤0.01% | 1181 |
|