Prestige Wealth Management Group’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $706 | Hold |
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|
2025
Q2 | $795 | Hold |
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|
2025
Q1 | $1.5K | Hold |
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|
2024
Q4 | $1.68K | Hold |
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|
2024
Q3 | $1.73K | Hold |
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|
2024
Q2 | $2.6K | Hold |
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|
2024
Q1 | $3.23K | Hold |
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|
2023
Q4 | $3.38K | Hold |
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|
2023
Q3 | $3.26K | Hold |
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|
2023
Q2 | $3.02K | Hold |
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|
2023
Q1 | $2.67K | Hold |
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|
2022
Q4 | $3.1K | Hold |
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|
2022
Q3 | $3K | Hold |
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|
2022
Q2 | $5K | Hold |
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|
2022
Q1 | $5K | Hold |
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|
2021
Q4 | $7K | Hold |
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|
2021
Q3 | $6K | Hold |
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|
2021
Q2 | $6K | Hold |
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|
2021
Q1 | $6K | Hold |
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|
2020
Q4 | $6K | Hold |
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|
2020
Q3 | $5K | Hold |
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|
2020
Q2 | $5K | Hold |
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|
2020
Q1 | $4K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $7K | Buy |
|