Prestige Wealth Management Group’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 | $795 | Hold |
28
| – | – | ﹤0.01% | 879 |
|
|
2025
Q1 | $1.5K | Hold |
28
| – | – | ﹤0.01% | 790 |
|
|
2024
Q4 | $1.68K | Hold |
28
| – | – | ﹤0.01% | 808 |
|
|
2024
Q3 | $1.73K | Hold |
28
| – | – | ﹤0.01% | 803 |
|
|
2024
Q2 | $2.6K | Hold |
28
| – | – | ﹤0.01% | 667 |
|
|
2024
Q1 | $3.23K | Hold |
28
| – | – | ﹤0.01% | 665 |
|
|
2023
Q4 | $3.38K | Hold |
28
| – | – | ﹤0.01% | 658 |
|
|
2023
Q3 | $3.26K | Hold |
28
| – | – | ﹤0.01% | 651 |
|
|
2023
Q2 | $3.03K | Hold |
28
| – | – | ﹤0.01% | 695 |
|
|
2023
Q1 | $2.67K | Hold |
28
| – | – | ﹤0.01% | 691 |
|
|
2022
Q4 | $3.11K | Hold |
28
| – | – | ﹤0.01% | 735 |
|
|
2022
Q3 | $3K | Hold |
28
| – | – | ﹤0.01% | 663 |
|
|
2022
Q2 | $5K | Hold |
28
| – | – | ﹤0.01% | 583 |
|
|
2022
Q1 | $5K | Hold |
28
| – | – | ﹤0.01% | 611 |
|
|
2021
Q4 | $7K | Hold |
28
| – | – | ﹤0.01% | 554 |
|
|
2021
Q3 | $6K | Hold |
28
| – | – | ﹤0.01% | 594 |
|
|
2021
Q2 | $6K | Hold |
28
| – | – | ﹤0.01% | 580 |
|
|
2021
Q1 | $6K | Hold |
28
| – | – | ﹤0.01% | 580 |
|
|
2020
Q4 | $6K | Hold |
28
| – | – | ﹤0.01% | 538 |
|
|
2020
Q3 | $5K | Hold |
28
| – | – | ﹤0.01% | 535 |
|
|
2020
Q2 | $5K | Hold |
28
| – | – | ﹤0.01% | 521 |
|
|
2020
Q1 | $4K | Buy |
+28
| New | +$4K | ﹤0.01% | 526 |
|
|
2019
Q1 | – | Sell |
-51
| Closed | -$7K | – | 775 |
|
|
2018
Q4 | $7K | Buy |
+51
| New | +$7K | 0.01% | 506 |
|