A detailed history of Creative Planning transactions in Helen Of Troy LTD stock. As of the latest transaction made, Creative Planning holds 4,034 shares of HELE stock, worth $250,027. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,034
Previous 56,563 92.87%
Holding current value
$250,027
Previous $5.25 Million 95.25%
% of portfolio
0.0%
Previous 0.01%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

SELL
$48.49 - $91.62 $2.55 Million - $4.81 Million
-52,529 Reduced 92.87%
4,034 $249,000
Q2 2024

Aug 15, 2024

SELL
$90.71 - $114.79 $19,774 - $25,024
-218 Reduced 0.38%
56,563 $5.25 Million
Q1 2024

May 10, 2024

BUY
$111.98 - $126.28 $8,846 - $9,976
79 Added 0.14%
56,781 $6.54 Million
Q4 2023

Feb 14, 2024

SELL
$96.58 - $123.89 $2.07 Million - $2.66 Million
-21,457 Reduced 27.45%
56,702 $6.85 Million
Q3 2023

Nov 16, 2023

SELL
$109.02 - $141.74 $408,825 - $531,525
-3,750 Reduced 4.58%
78,159 $9.11 Million
Q2 2023

Jul 21, 2023

BUY
$81.8 - $108.02 $2,045 - $2,700
25 Added 0.03%
81,909 $8.85 Million
Q1 2023

May 15, 2023

BUY
$87.19 - $124.21 $171,589 - $244,445
1,968 Added 2.46%
81,884 $7.79 Million
Q4 2022

Feb 10, 2023

BUY
$84.3 - $111.51 $16,860 - $22,302
200 Added 0.25%
79,916 $8.86 Million
Q3 2022

Nov 03, 2022

BUY
$96.44 - $169.89 $43,301 - $76,280
449 Added 0.57%
79,716 $7.69 Million
Q1 2022

May 16, 2022

BUY
$195.18 - $245.96 $33,766 - $42,551
173 Added 0.22%
79,267 $15.5 Million
Q4 2021

Feb 11, 2022

BUY
$218.04 - $254.45 $3,706 - $4,325
17 Added 0.02%
79,094 $19.3 Million
Q3 2021

Nov 10, 2021

BUY
$209.3 - $240.02 $239,229 - $274,342
1,143 Added 1.47%
79,077 $17.8 Million
Q2 2021

Aug 04, 2021

SELL
$206.08 - $231.1 $254,920 - $285,870
-1,237 Reduced 1.56%
77,934 $17.8 Million
Q1 2021

Apr 30, 2021

BUY
$206.91 - $262.89 $10,759 - $13,670
52 Added 0.07%
79,171 $16.7 Million
Q4 2020

Jan 29, 2021

BUY
$187.42 - $227.57 $1,124 - $1,365
6 Added 0.01%
79,119 $17.6 Million
Q3 2020

Nov 05, 2020

BUY
$185.13 - $211.84 $75,718 - $86,642
409 Added 0.52%
79,113 $15.3 Million
Q2 2020

Jul 23, 2020

SELL
$126.56 - $188.56 $13,415 - $19,987
-106 Reduced 0.13%
78,704 $14.8 Million
Q1 2020

May 05, 2020

BUY
$108.54 - $197.58 $9,442 - $17,189
87 Added 0.11%
78,810 $11.4 Million
Q4 2019

Jan 30, 2020

BUY
$149.76 - $180.13 $21,864 - $26,298
146 Added 0.19%
78,723 $14.2 Million
Q3 2019

Nov 01, 2019

BUY
$131.67 - $157.76 $26,333 - $31,552
200 Added 0.26%
78,577 $12.4 Million
Q2 2019

Jul 26, 2019

SELL
$111.01 - $144.85 $5,883 - $7,677
-53 Reduced 0.07%
78,377 $10.2 Million
Q3 2018

Oct 25, 2018

BUY
$98.7 - $131.4 $8,685 - $11,563
88 Added 0.11%
78,430 $10.3 Million
Q2 2018

Jul 20, 2018

BUY
$83.35 - $99.0 $1,250 - $1,485
15 Added 0.02%
78,342 $7.71 Million
Q1 2018

Apr 18, 2018

SELL
$81.8 - $97.45 $2,699 - $3,215
-33 Reduced 0.04%
78,327 $6.81 Million
Q4 2017

Jan 17, 2018

BUY
$86.9 - $98.7 $2,867 - $3,257
33 Added 0.04%
78,360 $7.55 Million
Q3 2017

Oct 17, 2017

BUY
$88.6 - $101.15 $6.94 Million - $7.92 Million
78,327
78,327 $7.59 Million

Others Institutions Holding HELE

About HELEN OF TROY LTD


  • Ticker HELE
  • Exchange NASDAQ
  • Sector Consumer Defensive
  • Industry Household & Personal Products
  • Shares Outstandng 23,990,100
  • Market Cap $1.49B
  • Description
  • Helen of Troy Limited provides various consumer products in the United States, Canada, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. The company operates through three segments: Home & Outdoor, Health & Wellness, and Beauty. The Home & Outdoor segment offers food preparation tools and gadgets, storage containe...
More about HELE
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.