Shell Asset Management’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67K | Sell |
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|
2025
Q1 | $139K | Buy |
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|
2024
Q4 | $72K | Hold |
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|
2024
Q3 | $74K | Buy |
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|
2024
Q1 | $111K | Sell |
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|
2023
Q4 | $159K | Sell |
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|
2023
Q3 | $199K | Sell |
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|
2023
Q2 | $187K | Sell |
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|
2023
Q1 | $383K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $538K | Sell |
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|
2017
Q2 | $541K | Hold |
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|
2017
Q1 | $541K | Buy |
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