Wealth Enhancement Advisory Services
HELE icon

Wealth Enhancement Advisory Services’s Helen of Troy HELE Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio HELE Stock Details HELE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$250K Buy
+17,131
New +$299K ﹤0.01% 2947
2025
Q4 		– Sell
-8,072
Closed -$218K – 3712
2025
Q3 		$218K Sell
8,072
-2,990
-27% -$72.4K ﹤0.01% 3061
2025
Q2 		$361K Buy
+11,062
New +$340K ﹤0.01% 2479
2024
Q3 		– Sell
-2,787
Closed -$258K – 2851
2024
Q2 		$258K Sell
2,787
-24,159
-90% -$2.45M ﹤0.01% 2088
2024
Q1 		$3.11M Buy
26,946
+80
+0.3% +$9.56K 0.01% 802
2023
Q4 		$3.25M Sell
26,866
-173
-0.6% -$18.6K 0.01% 736
2023
Q3 		$3.15M Buy
+27,039
New +$3.37M 0.01% 695

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