Wellington Management Group’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
Q3 | $48.5M | Sell |
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|
2025
Q2 | $40.6M | Buy |
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|
2025
Q1 | $35.5M | Sell |
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|
2024
Q4 | $65.3M | Sell |
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|
2024
Q3 | $96.5M | Sell |
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|
2024
Q2 | $138M | Sell |
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|
2024
Q1 | $147M | Buy |
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|
2023
Q4 | $114M | Buy |
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|
2023
Q3 | $62.1M | Buy |
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|
2023
Q2 | $34M | Sell |
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|
2023
Q1 | $46.5M | Buy |
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|
2022
Q4 | $36.5M | Buy |
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|
2022
Q3 | $27.8M | Sell |
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|
2022
Q2 | $49.5M | Sell |
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|
2022
Q1 | $61.1M | Buy |
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|
2021
Q4 | $70.1M | Buy |
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|
2021
Q3 | $49.2M | Sell |
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|
2021
Q2 | $55.3M | Buy |
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|
2021
Q1 | $42.1M | Buy |
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|
2020
Q4 | $222K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $4.54M | Sell |
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|
2017
Q1 | $4.09M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $6.21M | Sell |
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|
2014
Q2 | $9.75M | Buy |
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|
2014
Q1 | $9.36M | Sell |
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|
2013
Q4 | $8.92M | Buy |
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|
2013
Q3 | $7.74M | Buy |
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|
2013
Q2 | $5.68M | Buy |
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