Venturi Wealth Management’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 Q1	–	Sell	-154	Closed	-$9.21K	–	1121
2024 Q4	$9.21K	Hold	154	–	–	﹤0.01%	1453
2024 Q3	$9.53K	Buy	+154	New	+$9.53K	﹤0.01%	1206