Voloridge Investment 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
Q2 | $481K | Sell |
16,955
-143,841
| -89% | -$4.08M | ﹤0.01% | 1087 |
|
|
2025
Q1 | $8.6M | Buy |
160,796
+50,245
| +45% | +$2.69M | 0.03% | 606 |
|
|
2024
Q4 | $6.61M | Sell |
110,551
-227,575
| -67% | -$13.6M | 0.02% | 693 |
|
|
2024
Q3 | $20.9M | Buy |
338,126
+335,884
| +14,981% | +$20.8M | 0.08% | 360 |
|
|
2024
Q2 | $208K | Sell |
2,242
-5,059
| -69% | -$469K | ﹤0.01% | 1172 |
|
|
2024
Q1 | $841K | Sell |
7,301
-19,411
| -73% | -$2.24M | ﹤0.01% | 989 |
|
|
2023
Q4 | $3.23M | Sell |
26,712
-2,285
| -8% | -$276K | 0.01% | 716 |
|
|
2023
Q3 | $3.38M | Sell |
28,997
-141,031
| -83% | -$16.4M | 0.02% | 774 |
|
|
2023
Q2 | $18.4M | Buy |
170,028
+114,479
| +206% | +$12.4M | 0.09% | 310 |
|
|
2023
Q1 | $5.29M | Buy |
55,549
+759
| +1% | +$72.2K | 0.03% | 651 |
|
|
2022
Q4 | $6.08M | Sell |
54,790
-2,043
| -4% | -$227K | 0.03% | 581 |
|
|
2022
Q3 | $5.48M | Buy |
56,833
+37,241
| +190% | +$3.59M | 0.03% | 629 |
|
|
2022
Q2 | $3.18M | Buy |
+19,592
| New | +$3.18M | 0.02% | 849 |
|
|
2022
Q1 | – | Sell |
-4,151
| Closed | -$1.02M | – | 1510 |
|
|
2021
Q4 | $1.02M | Sell |
4,151
-1,563
| -27% | -$382K | 0.01% | 1259 |
|
|
2021
Q3 | $1.28M | Sell |
5,714
-31,544
| -85% | -$7.09M | 0.01% | 1198 |
|
|
2021
Q2 | $8.5M | Buy |
37,258
+35,156
| +1,673% | +$8.02M | 0.06% | 462 |
|
|
2021
Q1 | $443K | Buy |
+2,102
| New | +$443K | ﹤0.01% | 1203 |
|
|
2020
Q4 | – | Sell |
-6,258
| Closed | -$1.21M | – | 1422 |
|
|
2020
Q3 | $1.21M | Buy |
+6,258
| New | +$1.21M | 0.01% | 873 |
|
|
2020
Q1 | – | Sell |
-26,556
| Closed | -$4.78M | – | 1216 |
|
|
2019
Q4 | $4.78M | Buy |
26,556
+5,211
| +24% | +$937K | 0.09% | 279 |
|
|
2019
Q3 | $3.37M | Buy |
21,345
+4,909
| +30% | +$774K | 0.06% | 332 |
|
|
2019
Q2 | $2.15M | Buy |
16,436
+7,579
| +86% | +$990K | 0.06% | 313 |
|
|
2019
Q1 | $1.03M | Sell |
8,857
-2,195
| -20% | -$255K | 0.03% | 463 |
|
|
2018
Q4 | $1.45M | Buy |
+11,052
| New | +$1.45M | 0.07% | 227 |
|