UMB Bank’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 | $1.9K | Buy |
67
+7
| +12% | +$199 | ﹤0.01% | 2011 |
|
|
2025
Q1 | $3.21K | Sell |
60
-1
| -2% | -$53 | ﹤0.01% | 1880 |
|
|
2024
Q4 | $3.65K | Buy |
61
+10
| +20% | +$598 | ﹤0.01% | 1806 |
|
|
2024
Q3 | $3.15K | Buy |
51
+35
| +219% | +$2.17K | ﹤0.01% | 1867 |
|
|
2024
Q2 | $1.48K | Buy |
16
+9
| +129% | +$835 | ﹤0.01% | 1871 |
|
|
2024
Q1 | $807 | Buy |
+7
| New | +$807 | ﹤0.01% | 1846 |
|
|
2022
Q3 | – | Sell |
-83
| Closed | -$14K | – | 1850 |
|
|
2022
Q2 | $14K | Sell |
83
-4
| -5% | -$675 | ﹤0.01% | 1285 |
|
|
2022
Q1 | $17K | Hold |
87
| – | – | ﹤0.01% | 1309 |
|
|
2021
Q4 | $21K | Buy |
+87
| New | +$21K | ﹤0.01% | 1258 |
|