WhitTier Trust Company’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 | – | Sell |
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|
2025
Q2 | $170 | Hold |
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|
2025
Q1 | $320 | Hold |
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|
2024
Q4 | $358 | Hold |
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|
2024
Q3 | $371 | Hold |
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|
2024
Q2 | $556 | Hold |
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|
2024
Q1 | $691 | Hold |
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|
2023
Q4 | $724 | Hold |
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|
2023
Q3 | $699 | Hold |
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|
2023
Q2 | $648 | Sell |
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|
2023
Q1 | $25.3K | Hold |
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|
2022
Q4 | $29.5K | Sell |
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|
2022
Q3 | $482K | Buy |
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|
2022
Q2 | $753K | Buy |
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|
2022
Q1 | $834K | Buy |
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|
2021
Q4 | $884K | Buy |
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|
2021
Q3 | $729K | Buy |
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|
2021
Q2 | $708K | Buy |
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|
2021
Q1 | $621K | Buy |
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|
2020
Q4 | $589K | Buy |
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|
2020
Q3 | $465K | Buy |
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|
2020
Q2 | $427K | Buy |
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|
2020
Q1 | $256K | Buy |
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