WhitTier Trust Company’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 | $170 | Hold |
6
| – | – | ﹤0.01% | 1420 |
|
|
2025
Q1 | $320 | Hold |
6
| – | – | ﹤0.01% | 1379 |
|
|
2024
Q4 | $358 | Hold |
6
| – | – | ﹤0.01% | 1309 |
|
|
2024
Q3 | $371 | Hold |
6
| – | – | ﹤0.01% | 1298 |
|
|
2024
Q2 | $556 | Hold |
6
| – | – | ﹤0.01% | 1228 |
|
|
2024
Q1 | $691 | Hold |
6
| – | – | ﹤0.01% | 1175 |
|
|
2023
Q4 | $724 | Hold |
6
| – | – | ﹤0.01% | 1167 |
|
|
2023
Q3 | $699 | Hold |
6
| – | – | ﹤0.01% | 1127 |
|
|
2023
Q2 | $648 | Sell |
6
-260
| -98% | -$28.1K | ﹤0.01% | 1142 |
|
|
2023
Q1 | $25.3K | Hold |
266
| – | – | ﹤0.01% | 799 |
|
|
2022
Q4 | $29.5K | Sell |
266
-4,733
| -95% | -$525K | ﹤0.01% | 769 |
|
|
2022
Q3 | $482K | Buy |
4,999
+363
| +8% | +$35K | 0.02% | 340 |
|
|
2022
Q2 | $753K | Buy |
4,636
+375
| +9% | +$60.9K | 0.03% | 300 |
|
|
2022
Q1 | $834K | Buy |
4,261
+647
| +18% | +$127K | 0.03% | 305 |
|
|
2021
Q4 | $884K | Buy |
3,614
+373
| +12% | +$91.2K | 0.03% | 292 |
|
|
2021
Q3 | $729K | Buy |
3,241
+139
| +4% | +$31.3K | 0.03% | 299 |
|
|
2021
Q2 | $708K | Buy |
3,102
+153
| +5% | +$34.9K | 0.03% | 300 |
|
|
2021
Q1 | $621K | Buy |
2,949
+297
| +11% | +$62.5K | 0.03% | 304 |
|
|
2020
Q4 | $589K | Buy |
2,652
+244
| +10% | +$54.2K | 0.03% | 300 |
|
|
2020
Q3 | $465K | Buy |
2,408
+142
| +6% | +$27.4K | 0.03% | 309 |
|
|
2020
Q2 | $427K | Buy |
2,266
+484
| +27% | +$91.2K | 0.03% | 307 |
|
|
2020
Q1 | $256K | Buy |
+1,782
| New | +$256K | 0.02% | 354 |
|