Wellington Shields Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $297K | Hold |
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|
2025
Q2 | $335K | Hold |
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|
2025
Q1 | $631K | Hold |
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|
2024
Q4 | $706K | Hold |
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|
2024
Q3 | $730K | Hold |
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|
2024
Q2 | $1.09M | Hold |
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|
2024
Q1 | $1.36M | Hold |
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|
2023
Q4 | $1.43M | Hold |
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|
2023
Q3 | $1.38M | Hold |
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|
2023
Q2 | $1.27M | Hold |
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|
2023
Q1 | $1.12M | Buy |
|