Creative Planning Helen Of Troy LTD Transaction History

Creative Planning

$106 Billion
Q1 2025

A detailed history of Creative Planning transactions in Helen Of Troy LTD stock. As of the latest transaction made, Creative Planning holds 4,118 shares of HELE stock, worth $134,493. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,118

Previous 5,302 22.33%

Holding current value

$134,493

Previous $317,000 30.6%

% of portfolio

0.0%

Previous 0.0%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$50.39 - $66.75 $59,661 - $79,032	-1,184 Reduced 22.33%	4,118 $220,000
Q4 2024 Feb 14, 2025	BUY	$59.46 - $73.79 $75,395 - $93,565	1,268 Added 31.43%	5,302 $317,000
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

# of Institutions

267

Shares Held

20.8M

Call Options Held

300K

Put Options Held

272K

View Full List

About HELEN OF TROY LTD

Ticker HELE
Exchange NASDAQ
Sector Consumer Defensive
Industry Household & Personal Products
Shares Outstandng 23,990,100
Market Cap $784M
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...

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Creative Planning Helen Of Troy LTD Transaction History