Wells Fargo’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
Q2 | $715K | Buy |
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|
2025
Q1 | $559K | Buy |
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|
2024
Q4 | $761K | Buy |
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|
2024
Q3 | $568K | Sell |
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|
2024
Q2 | $582K | Buy |
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|
2024
Q1 | $473K | Sell |
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|
2023
Q4 | $1.15M | Buy |
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|
2023
Q3 | $422K | Sell |
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|
2023
Q2 | $975K | Buy |
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|
2023
Q1 | $567K | Buy |
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|
2022
Q4 | $127K | Sell |
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|
2022
Q3 | $149K | Sell |
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|
2022
Q2 | $235K | Sell |
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|
2022
Q1 | $1.84M | Sell |
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|
2021
Q4 | $3.43M | Buy |
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|
2021
Q3 | $1.72M | Buy |
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|
2021
Q2 | $1.03M | Sell |
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|
2021
Q1 | $2.44M | Sell |
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|
2020
Q4 | $3.66M | Buy |
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|
2020
Q3 | $2.43M | Sell |
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|
2020
Q2 | $2.59M | Buy |
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|
2020
Q1 | $619K | Sell |
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|
2019
Q4 | $910K | Sell |
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|
2019
Q3 | $2.04M | Buy |
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|
2019
Q2 | $2.26M | Buy |
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|
2019
Q1 | $750K | Sell |
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|
2018
Q4 | $578K | Buy |
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|
2018
Q3 | $783K | Buy |
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|
2018
Q2 | $647K | Sell |
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|
2018
Q1 | $778K | Buy |
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|
2017
Q4 | $896K | Sell |
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|
2017
Q3 | $1.05M | Sell |
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|
2017
Q2 | $5.35M | Buy |
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|
2017
Q1 | $4.52M | Sell |
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|
2016
Q4 | $5.25M | Buy |
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|
2016
Q3 | $3.92M | Sell |
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|
2016
Q2 | $3.72M | Buy |
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|
2016
Q1 | $4.1M | Buy |
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|
2015
Q4 | $3.7M | Sell |
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|
2015
Q3 | $3.24M | Sell |
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|
2015
Q2 | $5.11M | Buy |
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|
2015
Q1 | $2.86M | Buy |
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|
2014
Q4 | $2.44M | Buy |
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|
2014
Q3 | $2.32M | Sell |
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|
2014
Q2 | $2.52M | Buy |
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|
2014
Q1 | $2.58M | Buy |
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|
2013
Q4 | $2.4M | Buy |
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|
2013
Q3 | $183K | Buy |
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|
2013
Q2 | $156K | Buy |
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