Wasatch Advisors’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 | $27.1M | Sell |
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|
2025
Q1 | $109M | Sell |
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|
2024
Q4 | $158M | Buy |
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|
2024
Q3 | $169M | Sell |
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|
2024
Q2 | $200M | Buy |
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|
2024
Q1 | $186M | Buy |
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|
2023
Q4 | $174M | Sell |
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|
2023
Q3 | $214M | Sell |
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|
2023
Q2 | $269M | Sell |
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|
2023
Q1 | $281M | Sell |
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|
2022
Q4 | $252M | Buy |
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|
2022
Q3 | $233M | Sell |
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|
2022
Q2 | $306M | Sell |
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|
2022
Q1 | $375M | Buy |
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|
2021
Q4 | $486M | Sell |
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|
2021
Q3 | $393M | Sell |
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|
2021
Q2 | $376M | Buy |
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|
2021
Q1 | $348M | Sell |
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|
2020
Q4 | $256M | Buy |
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|
2020
Q3 | $171M | Buy |
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|
2020
Q2 | $174M | Buy |
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|
2020
Q1 | $135M | Buy |
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|
2019
Q4 | $157M | Buy |
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|
2019
Q3 | $129M | Buy |
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|
2019
Q2 | $144M | Buy |
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|
2019
Q1 | $143M | Buy |
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|
2018
Q4 | $96.3M | Buy |
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|
2018
Q3 | $146M | Buy |
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|
2018
Q2 | $112M | Buy |
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|
2018
Q1 | $111M | Buy |
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|
2017
Q4 | $95.1M | Buy |
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|
2017
Q3 | $40.8M | Buy |
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