Cwm, LLC Helios Technologies, Inc. Transaction History

Cwm, LLC

$33.3 Billion
Q3 2025

A detailed history of Cwm, LLC transactions in Helios Technologies, Inc. stock. As of the latest transaction made, Cwm, LLC holds 1,886 shares of HLIO stock, worth $101,372. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,886

Previous 1,652 14.16%

Holding current value

$101,372

Previous $55,000 78.18%

% of portfolio

0.0%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$34.16 - $55.89 $7,993 - $13,078	234 Added 14.16%	1,886 $98,000
Q2 2025 Jul 25, 2025	BUY	$25.71 - $33.72 $39,387 - $51,659	1,532 Added 1276.67%	1,652 $55,000
Q1 2025 May 01, 2025	SELL	$32.09 - $46.1 $5,038 - $7,237	-157 Reduced 56.68%	120 $4,000
Q4 2024 Feb 04, 2025	BUY	$44.42 - $56.28 $1,732 - $2,194	39 Added 16.39%	277 $12,000
Q3 2024 Oct 08, 2024	SELL	$40.13 - $47.64 $160 - $190	-4 Reduced 1.65%	238 $11,000

Q2 2024 Jul 09, 2024	BUY	$43.13 - $53.88 $388 - $484	9 Added 3.86%	242 $12,000
Q1 2024 Apr 05, 2024	SELL	$40.34 - $47.04 $2,622 - $3,057	-65 Reduced 21.81%	233 $10,000
Q4 2023 Feb 01, 2024	BUY	$38.05 - $55.59 $10,920 - $15,954	287 Added 2609.09%	298 $14,000
Q3 2023 Oct 11, 2023	SELL	$53.42 - $67.11 $3,953 - $4,966	-74 Reduced 87.06%	11 $1,000
Q2 2023 Aug 03, 2023	BUY	$49.45 - $66.09 $2,373 - $3,172	48 Added 129.73%	85 $6,000
Q1 2023 Apr 28, 2023	SELL	$54.41 - $72.34 $3,645 - $4,846	-67 Reduced 64.42%	37 $2,000
Q4 2022 Feb 01, 2023	BUY	$50.9 - $58.28 $5,293 - $6,061	104 New	104 $6,000
Q1 2022 Apr 21, 2022	SELL	$70.7 - $102.77 $14,140 - $20,554	-200 Closed	0 $0
Q4 2021 Jan 31, 2022	BUY	$82.37 - $114.18 $16,474 - $22,836	200 New	200 $21,000

Others Institutions Holding HLIO

# of Institutions

218

Shares Held

33.4M

Call Options Held

45K

Put Options Held

19.2K

View Full List

About HELIOS TECHNOLOGIES, INC.

Ticker HLIO
Exchange NYSE
Sector Industrials
Industry Specialty Industrial Machinery
Shares Outstandng 32,543,700
Market Cap $1.75B
Description
Helios Technologies, Inc., together with its subsidiaries, develops, manufactures, and sells solutions for the hydraulics and electronics markets in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company operates in two segments, Hydraulics and Electronics. The Hydraulics segment offers cartridge valve technology produc...

More about HLIO

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