Carson Wealth (CWM LLC)’s Herbalife HLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $144K | Buy |
16,734
+8,765
| +110% | +$75.4K | ﹤0.01% | 2427 |
|
|
2025
Q1 | $69K | Buy |
7,969
+5,310
| +200% | +$46K | ﹤0.01% | 2708 |
|
|
2024
Q4 | $18K | Buy |
2,659
+1,660
| +166% | +$11.2K | ﹤0.01% | 3513 |
|
|
2024
Q3 | $7K | Sell |
999
-1,152
| -54% | -$8.07K | ﹤0.01% | 3940 |
|
|
2024
Q2 | $22K | Buy |
2,151
+1,937
| +905% | +$19.8K | ﹤0.01% | 3046 |
|
|
2024
Q1 | $2K | Buy |
214
+181
| +548% | +$1.69K | ﹤0.01% | 3983 |
|
|
2023
Q4 | $1K | Sell |
33
-74
| -69% | -$2.24K | ﹤0.01% | 3956 |
|
|
2023
Q3 | $1K | Buy |
107
+30
| +39% | +$280 | ﹤0.01% | 3989 |
|
|
2023
Q2 | $1K | Sell |
77
-692
| -90% | -$8.99K | ﹤0.01% | 3959 |
|
|
2023
Q1 | $12K | Sell |
769
-223
| -22% | -$3.48K | ﹤0.01% | 2851 |
|
|
2022
Q4 | $15K | Buy |
992
+121
| +14% | +$1.83K | ﹤0.01% | 2558 |
|
|
2022
Q3 | $17K | Buy |
871
+752
| +632% | +$14.7K | ﹤0.01% | 2326 |
|
|
2022
Q2 | $2K | Sell |
119
-247
| -67% | -$4.15K | ﹤0.01% | 3337 |
|
|
2022
Q1 | $11K | Buy |
366
+232
| +173% | +$6.97K | ﹤0.01% | 2414 |
|
|
2021
Q4 | $5K | Buy |
+134
| New | +$5K | ﹤0.01% | 2714 |
|
|
2021
Q2 | $3K | Hold |
65
| – | – | ﹤0.01% | 2502 |
|
|
2021
Q1 | $3K | Hold |
65
| – | – | ﹤0.01% | 2502 |
|
|
2020
Q4 | $3K | Hold |
65
| – | – | ﹤0.01% | 2502 |
|
|
2020
Q3 | $3K | Hold |
65
| – | – | ﹤0.01% | 2502 |
|
|
2020
Q2 | $3K | Hold |
65
| – | – | ﹤0.01% | 2502 |
|
|
2020
Q1 | $3K | Hold |
65
| – | – | ﹤0.01% | 2502 |
|
|
2019
Q4 | $3K | Hold |
65
| – | – | ﹤0.01% | 2502 |
|
|
2019
Q3 | $3K | Hold |
65
| – | – | ﹤0.01% | 2502 |
|
|
2019
Q2 | $3K | Hold |
65
| – | – | ﹤0.01% | 2502 |
|
|
2019
Q1 | $3K | Buy |
65
+31
| +91% | +$1.43K | ﹤0.01% | 2502 |
|
|
2018
Q4 | $2K | Buy |
+34
| New | +$2K | ﹤0.01% | 1745 |
|
|
2017
Q3 | – | Sell |
-2
| Closed | – | – | 1508 |
|
|
2017
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1239 |
|