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Wellington Shields Capital Management’s Helen of Troy HELE Stock Holding History

Wellington Shields Capital Management’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 		$170K Hold
11,800
– – 0.03% 249
2025
Q4 		$251K Hold
11,800
– – 0.04% 219
2025
Q3 		$297K Hold
11,800
– – 0.05% 202
2025
Q2 		$335K Hold
11,800
– – 0.06% 182
2025
Q1 		$631K Hold
11,800
– – 0.11% 124
2024
Q4 		$706K Hold
11,800
– – 0.12% 121
2024
Q3 		$730K Hold
11,800
– – 0.13% 130
2024
Q2 		$1.09M Hold
11,800
– – 0.2% 97
2024
Q1 		$1.36M Hold
11,800
– – 0.26% 88
2023
Q4 		$1.43M Hold
11,800
– – 0.18% 86
2023
Q3 		$1.38M Hold
11,800
– – 0.18% 79
2023
Q2 		$1.27M Hold
11,800
– – 0.16% 89
2023
Q1 		$1.12M Buy
+11,800
New +$1.26M 0.14% 90

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