Helen Of Troy shares owned by Wellington Shields Capital Management
Quarter-by-quarter ownership of Helen Of Troy (HELE) shares owned by Wellington Shields Capital Management
from 13F filings
Historical chart of Wellington Shields Capital Management investment in Helen Of Troy
Tip: Access up to 7 years of quarterly data
All positions including Helen Of Troy held by Wellington Shields Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Helen Of Troy by Wellington Shields Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $297k | 12k | 25.20 |
| 2025-06-30 | $335k | 12k | 28.38 |
| 2025-03-31 | $631k | 12k | 53.49 |
| 2024-12-31 | $706k | 12k | 59.83 |
| 2024-09-30 | $730k | 12k | 61.85 |
| 2024-06-30 | $1.1M | 12k | 92.74 |
| 2024-03-31 | $1.4M | 12k | 115.24 |
| 2023-12-31 | $1.4M | 12k | 120.81 |
| 2023-09-30 | $1.4M | 12k | 116.56 |
| 2023-06-30 | $1.3M | 12k | 108.02 |
| 2023-03-31 | $1.1M | 12k | 95.17 |
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