UBS AM’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
Q3 | $1.56M | Sell |
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|
2025
Q2 | $2.76M | Buy |
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|
2025
Q1 | $3.97M | Buy |
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|
2024
Q4 | $3.82M | Buy |
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|
2024
Q3 | $3.57M | Buy |
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|
2024
Q2 | $2.48M | Sell |
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|
2024
Q1 | $4.04M | Buy |
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|
2023
Q4 | $3.8M | Buy |
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|
2023
Q3 | $3.64M | Buy |
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|
2023
Q2 | $2.78M | Hold |
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|
2023
Q1 | $2.78M | Buy |
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|
2022
Q4 | $2.96M | Sell |
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|
2022
Q3 | $2.57M | Sell |
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|
2022
Q2 | $5.15M | Buy |
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|
2022
Q1 | $6.18M | Sell |
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|
2021
Q4 | $14.5M | Sell |
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|
2021
Q3 | $13.5M | Buy |
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|
2021
Q2 | $6.65M | Buy |
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|
2021
Q1 | $6.12M | Sell |
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|
2020
Q4 | $6.57M | Sell |
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|
2020
Q3 | $7.34M | Buy |
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|
2020
Q2 | $6.72M | Sell |
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|
2020
Q1 | $7.33M | Buy |
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|
2019
Q4 | $9.05M | Buy |
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|
2019
Q3 | $4.23M | Buy |
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|
2019
Q2 | $2.85M | Buy |
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|
2019
Q1 | $2.33M | Buy |
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|
2018
Q4 | $2.53M | Buy |
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|
2018
Q3 | $2.3M | Buy |
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|
2018
Q2 | $1.7M | Sell |
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|
2018
Q1 | $1.5M | Buy |
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|
2017
Q4 | $1.53M | Buy |
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|
2017
Q3 | $1.51M | Buy |
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|
2017
Q2 | $1.38M | Buy |
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|
2017
Q1 | $1.32M | Buy |
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|
2016
Q4 | $810K | Sell |
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|
2016
Q3 | $1.55M | Sell |
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|
2016
Q2 | $2.08M | Buy |
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|
2016
Q1 | $1.99M | Sell |
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|
2015
Q4 | $2.04M | Sell |
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|
2015
Q3 | $1.94M | Buy |
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|
2015
Q2 | $1.52M | Buy |
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|
2015
Q1 | $1.17M | Buy |
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|
2014
Q4 | $911K | Buy |
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|
2014
Q3 | $704K | Hold |
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|
2014
Q2 | $812K | Hold |
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|
2014
Q1 | $928K | Buy |
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|
2013
Q4 | $545K | Sell |
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|
2013
Q3 | $1.29M | Hold |
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|
2013
Q2 | $1.12M | Buy |
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