Back to HELE
IFP Advisors, Inc HELE Position History
Helen of Troy Limited • Consumer Cyclical
Quarters held
6
Latest value
$36K
Q3 2026
Peak value
$36K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $529 |
| Q3 2025 | $176 |
| Q4 2025 | $2K |
| Q1 2026 | $8K |
| Q2 2026 | $36K |
| Q3 2026 | $36K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $36K | 1.3K | — | — |
| Q2 2026 | $36K | 1.2K | — | — |
| Q1 2026 | $8K | 554 | — | — |
| Q4 2025 | $2K | 101 | — | — |
| Q3 2025 | $176 | 7 | — | — |
| Q3 2025 | $529 | 0 | — | — |
Other funds holding HELE
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