WCM Investment Management’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $720K | Sell |
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|
2022
Q2 | $5.44M | Sell |
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|
2022
Q1 | $15.3M | Buy |
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|
2021
Q4 | $17.4M | Buy |
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|
2021
Q3 | $14.5M | Sell |
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|
2021
Q2 | $18.1M | Buy |
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|
2021
Q1 | $15.8M | Buy |
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|
2020
Q4 | $13.5M | Buy |
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|
2020
Q3 | $8.27M | Buy |
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|
2020
Q2 | $298K | Buy |
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|
2020
Q1 | $206K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $12.3M | Sell |
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|
2014
Q1 | $14.1M | Sell |
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|
2013
Q4 | $10.4M | Sell |
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|
2013
Q3 | $10.3M | Buy |
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|
2013
Q2 | $8.64M | Buy |
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