QSV Equity Investors’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 | $714K | Buy |
25,142
+5,635
| +29% | +$160K | 0.74% | 61 |
|
|
2025
Q1 | $1.04M | Sell |
19,507
-46
| -0.2% | -$2.46K | 1.08% | 56 |
|
|
2024
Q4 | $1.17M | Hold |
19,553
| – | – | 1.12% | 53 |
|
|
2024
Q3 | $1.21M | Buy |
19,553
+7,313
| +60% | +$452K | 1.13% | 53 |
|
|
2024
Q2 | $1.14M | Sell |
12,240
-76
| -0.6% | -$7.05K | 1.18% | 51 |
|
|
2024
Q1 | $1.42M | Buy |
12,316
+24
| +0.2% | +$2.77K | 1.37% | 40 |
|
|
2023
Q4 | $1.48M | Buy |
+12,292
| New | +$1.48M | 1.44% | 33 |
|