Wellington Shields Capital Management’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | +$1.12M | 0.14% | 90 |
|