Y-Intercept (HK)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.79M | Buy |
+61,610
| New | +$1.46M | 0.04% | 762 |
|
|
2026
Q1 | – | Sell |
-106,051
| Closed | -$2.25M | – | 1760 |
|
|
2025
Q4 | $2.25M | Buy |
+106,051
| New | +$2.16M | 0.05% | 573 |
|
|
2025
Q3 | – | Sell |
-27,195
| Closed | -$772K | – | 1759 |
|
|
2025
Q2 | $772K | Buy |
+27,195
| New | +$835K | 0.02% | 1055 |
|
|
2023
Q3 | – | Sell |
-2,887
| Closed | -$312K | – | 1257 |
|
|
2023
Q2 | $312K | Sell |
2,887
-8,326
| -74% | -$797K | 0.03% | 750 |
|
|
2023
Q1 | $1.07M | Buy |
+11,213
| New | +$1.2M | 0.12% | 235 |
|
|
2022
Q4 | – | Sell |
-5,147
| Closed | -$496K | – | 1137 |
|
|
2022
Q3 | $496K | Sell |
5,147
-653
| -11% | -$83.9K | 0.05% | 544 |
|
|
2022
Q2 | $942K | Buy |
+5,800
| New | +$1.09M | 0.12% | 245 |
|
|
2022
Q1 | – | Sell |
-979
| Closed | -$239K | – | 813 |
|
|
2021
Q4 | $239K | Buy |
+979
| New | +$232K | 0.06% | 465 |
|
|
2021
Q1 | – | Sell |
-1,480
| Closed | -$331K | – | 686 |
|
|
2020
Q4 | $331K | Buy |
+1,480
| New | +$305K | 0.14% | 277 |
|
Other funds holding HELE
WCM
OAS
VCM
GI
SIS