Winton Group’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
Q1 | – | Sell |
-29,149
| Closed | -$1.74M | – | 722 |
|
|
2024
Q4 | $1.74M | Sell |
29,149
-27,884
| -49% | -$1.67M | 0.12% | 159 |
|
|
2024
Q3 | $3.53M | Buy |
+57,033
| New | +$3.53M | 0.25% | 101 |
|
|
2021
Q3 | – | Sell |
-1,882
| Closed | -$429K | – | 1394 |
|
|
2021
Q2 | $429K | Buy |
+1,882
| New | +$429K | 0.02% | 999 |
|
|
2020
Q1 | – | Sell |
-7,404
| Closed | -$1.33M | – | 1458 |
|
|
2019
Q4 | $1.33M | Buy |
7,404
+5,940
| +406% | +$1.07M | 0.02% | 954 |
|
|
2019
Q3 | $231K | Sell |
1,464
-31,270
| -96% | -$4.93M | ﹤0.01% | 1358 |
|
|
2019
Q2 | $4.28M | Buy |
32,734
+28,428
| +660% | +$3.71M | 0.08% | 224 |
|
|
2019
Q1 | $499K | Buy |
4,306
+613
| +17% | +$71K | 0.01% | 587 |
|
|
2018
Q4 | $484K | Buy |
+3,693
| New | +$484K | 0.01% | 496 |
|
|
2017
Q3 | – | Sell |
-9,235
| Closed | -$869K | – | 657 |
|
|
2017
Q2 | $869K | Buy |
+9,235
| New | +$869K | 0.03% | 385 |
|