Principal Financial 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 | $3.92M | Buy |
138,109
+3,420
| +3% | +$97.1K | ﹤0.01% | 1654 |
|
|
2025
Q1 | $7.2M | Buy |
134,689
+3,384
| +3% | +$181K | ﹤0.01% | 1416 |
|
|
2024
Q4 | $7.86M | Buy |
131,305
+6,471
| +5% | +$387K | ﹤0.01% | 1411 |
|
|
2024
Q3 | $7.72M | Buy |
124,834
+34,318
| +38% | +$2.12M | ﹤0.01% | 1404 |
|
|
2024
Q2 | $8.39M | Sell |
90,516
-8,426
| -9% | -$781K | 0.01% | 1366 |
|
|
2024
Q1 | $11.4M | Sell |
98,942
-1,811
| -2% | -$209K | 0.01% | 1245 |
|
|
2023
Q4 | $12.2M | Buy |
100,753
+1,336
| +1% | +$161K | 0.01% | 1183 |
|
|
2023
Q3 | $11.6M | Buy |
99,417
+2,818
| +3% | +$328K | 0.01% | 1150 |
|
|
2023
Q2 | $10.4M | Sell |
96,599
-2,858
| -3% | -$309K | 0.01% | 1232 |
|
|
2023
Q1 | $9.47M | Sell |
99,457
-266
| -0.3% | -$25.3K | 0.01% | 1283 |
|
|
2022
Q4 | $11.1M | Buy |
99,723
+5,465
| +6% | +$606K | 0.01% | 1186 |
|
|
2022
Q3 | $9.09M | Sell |
94,258
-842
| -0.9% | -$81.2K | 0.01% | 1241 |
|
|
2022
Q2 | $15.4M | Buy |
95,100
+10,988
| +13% | +$1.78M | 0.01% | 1011 |
|
|
2022
Q1 | $16.5M | Sell |
84,112
-361
| -0.4% | -$70.7K | 0.01% | 1054 |
|
|
2021
Q4 | $20.7M | Sell |
84,473
-2,019
| -2% | -$494K | 0.01% | 933 |
|
|
2021
Q3 | $19.4M | Sell |
86,492
-489
| -0.6% | -$110K | 0.01% | 974 |
|
|
2021
Q2 | $19.8M | Sell |
86,981
-452
| -0.5% | -$103K | 0.01% | 979 |
|
|
2021
Q1 | $18.4M | Buy |
87,433
+7,447
| +9% | +$1.57M | 0.01% | 986 |
|
|
2020
Q4 | $17.8M | Buy |
79,986
+2,793
| +4% | +$621K | 0.01% | 852 |
|
|
2020
Q3 | $14.9M | Sell |
77,193
-2,546
| -3% | -$493K | 0.01% | 822 |
|
|
2020
Q2 | $15M | Buy |
79,739
+1,694
| +2% | +$319K | 0.01% | 798 |
|
|
2020
Q1 | $11.2M | Sell |
78,045
-32,514
| -29% | -$4.68M | 0.01% | 839 |
|
|
2019
Q4 | $19.9M | Sell |
110,559
-13,062
| -11% | -$2.35M | 0.02% | 801 |
|
|
2019
Q3 | $19.5M | Buy |
123,621
+345
| +0.3% | +$54.4K | 0.02% | 788 |
|
|
2019
Q2 | $16.1M | Sell |
123,276
-3,601
| -3% | -$470K | 0.01% | 930 |
|
|
2019
Q1 | $14.7M | Sell |
126,877
-3,957
| -3% | -$459K | 0.01% | 987 |
|
|
2018
Q4 | $17.2M | Buy |
130,834
+11,527
| +10% | +$1.51M | 0.02% | 804 |
|
|
2018
Q3 | $15.6M | Buy |
119,307
+247
| +0.2% | +$32.3K | 0.01% | 1040 |
|
|
2018
Q2 | $11.7M | Buy |
119,060
+2,019
| +2% | +$199K | 0.01% | 1212 |
|
|
2018
Q1 | $10.2M | Buy |
117,041
+1,208
| +1% | +$105K | 0.01% | 1238 |
|
|
2017
Q4 | $11.2M | Sell |
115,833
-712
| -0.6% | -$68.6K | 0.01% | 1208 |
|
|
2017
Q3 | $11.3M | Buy |
116,545
+1,895
| +2% | +$184K | 0.01% | 1162 |
|
|
2017
Q2 | $10.8M | Buy |
114,650
+4,427
| +4% | +$417K | 0.01% | 1184 |
|
|
2017
Q1 | $10.4M | Sell |
110,223
-593
| -0.5% | -$55.9K | 0.01% | 1164 |
|
|
2016
Q4 | $9.36M | Buy |
110,816
+315
| +0.3% | +$26.6K | 0.01% | 1215 |
|
|
2016
Q3 | $9.52M | Buy |
110,501
+4,661
| +4% | +$402K | 0.01% | 1156 |
|
|
2016
Q2 | $10.9M | Sell |
105,840
-94,495
| -47% | -$9.72M | 0.02% | 981 |
|
|
2016
Q1 | $20.8M | Buy |
200,335
+8,934
| +5% | +$926K | 0.03% | 568 |
|
|
2015
Q4 | $18M | Buy |
191,401
+4,658
| +2% | +$439K | 0.03% | 615 |
|
|
2015
Q3 | $16.7M | Buy |
186,743
+18,583
| +11% | +$1.66M | 0.03% | 620 |
|
|
2015
Q2 | $16.4M | Sell |
168,160
-2,677
| -2% | -$261K | 0.02% | 679 |
|
|
2015
Q1 | $13.9M | Buy |
170,837
+4,124
| +2% | +$336K | 0.02% | 740 |
|
|
2014
Q4 | $10.8M | Sell |
166,713
-1,291
| -0.8% | -$84K | 0.02% | 904 |
|
|
2014
Q3 | $8.82M | Sell |
168,004
-1,864
| -1% | -$97.9K | 0.02% | 980 |
|
|
2014
Q2 | $10.3M | Sell |
169,868
-628
| -0.4% | -$38.1K | 0.02% | 916 |
|
|
2014
Q1 | $11.8M | Sell |
170,496
-14,150
| -8% | -$980K | 0.02% | 799 |
|
|
2013
Q4 | $9.14M | Buy |
184,646
+11,160
| +6% | +$552K | 0.02% | 946 |
|
|
2013
Q3 | $7.67M | Sell |
173,486
-4,526
| -3% | -$200K | 0.02% | 988 |
|
|
2013
Q2 | $6.83M | Buy |
+178,012
| New | +$6.83M | 0.02% | 996 |
|