PDT Partners’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 |
-35,911
| Closed | -$2.15M | – | 796 |
|
|
2024
Q4 | $2.15M | Sell |
35,911
-6,606
| -16% | -$395K | 0.19% | 182 |
|
|
2024
Q3 | $2.63M | Buy |
+42,517
| New | +$2.63M | 0.23% | 144 |
|
|
2023
Q3 | – | Sell |
-21,220
| Closed | -$2.29M | – | 625 |
|
|
2023
Q2 | $2.29M | Sell |
21,220
-1,222
| -5% | -$132K | 0.32% | 99 |
|
|
2023
Q1 | $2.14M | Buy |
+22,442
| New | +$2.14M | 0.29% | 114 |
|
|
2022
Q4 | – | Sell |
-3,698
| Closed | -$357K | – | 746 |
|
|
2022
Q3 | $357K | Buy |
3,698
+1,633
| +79% | +$158K | 0.05% | 532 |
|
|
2022
Q2 | $335K | Buy |
+2,065
| New | +$335K | 0.03% | 714 |
|
|
2014
Q3 | – | Sell |
-27,219
| Closed | -$1.65M | – | 1423 |
|
|
2014
Q2 | $1.65M | Sell |
27,219
-30,644
| -53% | -$1.86M | 0.04% | 508 |
|
|
2014
Q1 | $4.01M | Buy |
+57,863
| New | +$4.01M | 0.1% | 261 |
|
|
2013
Q4 | – | Sell |
-5,845
| Closed | -$258K | – | 849 |
|
|
2013
Q3 | $258K | Buy |
+5,845
| New | +$258K | 0.01% | 1308 |
|