WCM Investment Management’s Helen of Troy HELE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-7,248
| Closed | -$720K | – | 216 |
|
|
2022
Q3 | $720K | Sell |
7,248
-26,813
| -79% | -$2.66M | ﹤0.01% | 182 |
|
|
2022
Q2 | $5.44M | Sell |
34,061
-44,251
| -57% | -$7.06M | 0.02% | 145 |
|
|
2022
Q1 | $15.3M | Buy |
78,312
+7,156
| +10% | +$1.4M | 0.04% | 96 |
|
|
2021
Q4 | $17.4M | Buy |
71,156
+6,699
| +10% | +$1.64M | 0.04% | 89 |
|
|
2021
Q3 | $14.5M | Sell |
64,457
-15,040
| -19% | -$3.38M | 0.03% | 87 |
|
|
2021
Q2 | $18.1M | Buy |
79,497
+4,699
| +6% | +$1.07M | 0.05% | 73 |
|
|
2021
Q1 | $15.8M | Buy |
74,798
+14,054
| +23% | +$2.96M | 0.04% | 73 |
|
|
2020
Q4 | $13.5M | Buy |
60,744
+18,031
| +42% | +$4.01M | 0.04% | 81 |
|
|
2020
Q3 | $8.27M | Buy |
42,713
+41,133
| +2,603% | +$7.96M | 0.03% | 103 |
|
|
2020
Q2 | $298K | Buy |
1,580
+149
| +10% | +$28.1K | ﹤0.01% | 174 |
|
|
2020
Q1 | $206K | Buy |
+1,431
| New | +$206K | ﹤0.01% | 179 |
|
|
2014
Q3 | – | Sell |
-202,541
| Closed | -$12.3M | – | 114 |
|
|
2014
Q2 | $12.3M | Sell |
202,541
-1,490
| -0.7% | -$90.3K | 0.31% | 66 |
|
|
2014
Q1 | $14.1M | Sell |
204,031
-7,475
| -4% | -$517K | 0.51% | 48 |
|
|
2013
Q4 | $10.4M | Sell |
211,506
-20,531
| -9% | -$1.01M | 0.38% | 66 |
|
|
2013
Q3 | $10.3M | Buy |
232,037
+7,813
| +3% | +$346K | 0.54% | 57 |
|
|
2013
Q2 | $8.64M | Buy |
+224,224
| New | +$8.64M | 0.47% | 66 |
|