Petrus Trust Company’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 | – | Sell |
-6,046
| Closed | -$323K | – | 604 |
|
|
2025
Q1 | $323K | Buy |
+6,046
| New | +$323K | 0.03% | 362 |
|
|
2022
Q4 | – | Sell |
-2,308
| Closed | -$223K | – | 509 |
|
|
2022
Q3 | $223K | Buy |
2,308
+844
| +58% | +$81.5K | 0.03% | 153 |
|
|
2022
Q2 | $238K | Buy |
+1,464
| New | +$238K | 0.03% | 57 |
|
|
2020
Q4 | – | Sell |
-1,103
| Closed | -$213K | – | 139 |
|
|
2020
Q3 | $213K | Buy |
+1,103
| New | +$213K | 0.02% | 179 |
|