Private Wealth Management Group’s Helios Technologies HLIO Stock Holding History

Private Wealth Management Group’s Portfolio HLIO Stock Details HLIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$991	Hold
2025 Q2	$635	Sell
2025 Q1	$1.38K	Buy
2024 Q4	$1.25K	Hold
2024 Q3	$1.34K	Hold
2024 Q2	$1.34K	Hold
2024 Q1	$1.25K	Hold
2023 Q4	$1.27K	Buy