UBS Group’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
Q2 | $1.64M | Sell |
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|
2025
Q1 | $3.6M | Sell |
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|
2024
Q4 | $7M | Buy |
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|
2024
Q3 | $1.12M | Buy |
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|
2024
Q2 | $971K | Sell |
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|
2024
Q1 | $2.06M | Sell |
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|
2023
Q4 | $2.31M | Buy |
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|
2023
Q3 | $1.58M | Buy |
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|
2023
Q2 | $1.33M | Buy |
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|
2023
Q1 | $468K | Sell |
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|
2022
Q4 | $511K | Buy |
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|
2022
Q3 | $41K | Sell |
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|
2022
Q2 | $1.12M | Sell |
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|
2022
Q1 | $1.86M | Buy |
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|
2021
Q4 | $1.35M | Buy |
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|
2021
Q3 | $72K | Sell |
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|
2021
Q2 | $104K | Sell |
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|
2021
Q1 | $657K | Buy |
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|
2020
Q4 | $447K | Buy |
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|
2020
Q3 | $112K | Sell |
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|
2020
Q2 | $317K | Buy |
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|
2020
Q1 | $125K | Sell |
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|
2019
Q4 | $997K | Buy |
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|
2019
Q3 | $45K | Sell |
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|
2019
Q2 | $81K | Buy |
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|
2019
Q1 | $51K | Sell |
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|
2018
Q4 | $46K | Buy |
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|
2018
Q3 | $47K | Sell |
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|
2018
Q2 | $70K | Buy |
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|
2018
Q1 | $70K | Buy |
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|
2017
Q4 | $11K | Sell |
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|
2017
Q3 | $333K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $31K | Sell |
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|
2016
Q4 | $292K | Sell |
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|
2016
Q3 | $1.11M | Sell |
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|
2016
Q2 | $1.05M | Sell |
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|
2016
Q1 | $1.7M | Buy |
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|
2015
Q4 | $1.59M | Buy |
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|
2015
Q3 | $49K | Buy |
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|
2015
Q2 | $57K | Sell |
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|
2015
Q1 | $63K | Sell |
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|
2014
Q4 | $77K | Buy |
|