Silvercrest Asset Management’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $15.3M | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $5.93M | Sell |
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|
2024
Q4 | $8.28M | Sell |
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|
2024
Q3 | $8.89M | Sell |
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|
2024
Q2 | $8.95M | Buy |
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|
2024
Q1 | $8.26M | Buy |
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|
2023
Q4 | $6.72M | Sell |
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|
2023
Q3 | $8.23M | Sell |
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|
2023
Q2 | $9.81M | Buy |
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|
2023
Q1 | $8.29M | Buy |
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|
2022
Q4 | $5.32M | Buy |
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