Bell Investment Advisors’s Herbalife HLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15K | Hold |
133
| – | – | ﹤0.01% | 1547 |
|
|
2025
Q1 | $1.15K | Hold |
133
| – | – | ﹤0.01% | 1505 |
|
|
2024
Q4 | $890 | Buy |
133
+65
| +96% | +$435 | ﹤0.01% | 1618 |
|
|
2024
Q3 | $489 | Hold |
68
| – | – | ﹤0.01% | 1784 |
|
|
2024
Q2 | $707 | Hold |
68
| – | – | ﹤0.01% | 1700 |
|
|
2024
Q1 | $684 | Hold |
68
| – | – | ﹤0.01% | 1714 |
|
|
2023
Q4 | $1.04K | Hold |
68
| – | – | ﹤0.01% | 1582 |
|
|
2023
Q3 | $952 | Buy |
68
+30
| +79% | +$420 | ﹤0.01% | 1594 |
|
|
2023
Q2 | $504 | Sell |
38
-107
| -74% | -$1.42K | ﹤0.01% | 1848 |
|
|
2023
Q1 | $2.34K | Buy |
145
+34
| +31% | +$548 | ﹤0.01% | 1178 |
|
|
2022
Q4 | $1.65K | Hold |
111
| – | – | ﹤0.01% | 1386 |
|
|
2022
Q3 | $2K | Sell |
111
-98
| -47% | -$1.77K | ﹤0.01% | 1118 |
|
|
2022
Q2 | $4K | Buy |
+209
| New | +$4K | ﹤0.01% | 799 |
|
|
2021
Q4 | $6K | Buy |
153
+13
| +9% | +$510 | ﹤0.01% | 684 |
|
|
2021
Q3 | $6K | Buy |
+140
| New | +$6K | ﹤0.01% | 633 |
|