Private 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 | $738 | Hold |
26
| – | – | ﹤0.01% | 1343 |
|
|
2025
Q1 | $1.39K | Sell |
26
-19
| -42% | -$1.02K | ﹤0.01% | 1182 |
|
|
2024
Q4 | $2.69K | Hold |
45
| – | – | ﹤0.01% | 980 |
|
|
2024
Q3 | $2.78K | Sell |
45
-13
| -22% | -$804 | ﹤0.01% | 951 |
|
|
2024
Q2 | $5.38K | Buy |
58
+23
| +66% | +$2.13K | ﹤0.01% | 677 |
|
|
2024
Q1 | $4.03K | Hold |
35
| – | – | ﹤0.01% | 693 |
|
|
2023
Q4 | $4.23K | Buy |
+35
| New | +$4.23K | ﹤0.01% | 690 |
|