Zurich Cantonal Bank’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
Q2 | $200K | Hold |
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|
2025
Q1 | $376K | Buy |
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|
2024
Q4 | $324K | Buy |
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|
2024
Q3 | $291K | Hold |
|
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|
2024
Q2 | $436K | Hold |
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|
2024
Q1 | $542K | Sell |
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|
2023
Q4 | $601K | Hold |
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|
2023
Q3 | $580K | Buy |
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|
2023
Q2 | $478K | Buy |
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|
2023
Q1 | $341K | Hold |
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|
2022
Q4 | $397K | Buy |
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|
2022
Q3 | $286K | Hold |
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|
2022
Q2 | $481K | Sell |
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|
2022
Q1 | $630K | Buy |
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|
2021
Q4 | $730K | Buy |
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|
2021
Q3 | $548K | Buy |
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|
2021
Q2 | $507K | Sell |
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|
2021
Q1 | $586K | Sell |
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|
2020
Q4 | $700K | Buy |
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|
2020
Q3 | $535K | Hold |
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|
2020
Q2 | $521K | Buy |
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|
2020
Q1 | $270K | Buy |
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|
2019
Q4 | $277K | Hold |
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|
2019
Q3 | $243K | Hold |
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|
2019
Q2 | $201K | Hold |
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|
2019
Q1 | $178K | Sell |
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|
2018
Q4 | $246K | Buy |
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|
2018
Q3 | $219K | Buy |
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|
2018
Q2 | $150K | Hold |
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|
2018
Q1 | $132K | Hold |
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|
2017
Q4 | $147K | Buy |
|
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|
2017
Q3 | $101K | Hold |
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|
2017
Q2 | $98K | Buy |
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|
2017
Q1 | $85K | Hold |
|
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|
2016
Q4 | $76K | Hold |
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|
2016
Q3 | $78K | Buy |
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|
2016
Q2 | $83K | Hold |
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|
2016
Q1 | $84K | Hold |
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|
2015
Q4 | $76K | Buy |
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|
2015
Q3 | $23K | Buy |
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|
2015
Q2 | $10K | Hold |
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|
2015
Q1 | $8K | Buy |
|