CIBC Private Wealth Group’s Herbalife HLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.74M | Buy |
434,211
+35,662
| +9% | +$307K | 0.01% | 470 |
|
|
2025
Q1 | $2.81M | Sell |
398,549
-14,516
| -4% | -$102K | 0.01% | 487 |
|
|
2024
Q4 | $2.74M | Buy |
413,065
+87,337
| +27% | +$580K | 0.01% | 509 |
|
|
2024
Q3 | $2.34M | Buy |
325,728
+114,005
| +54% | +$820K | ﹤0.01% | 540 |
|
|
2024
Q2 | $2.27M | Buy |
211,723
+44,306
| +26% | +$475K | ﹤0.01% | 518 |
|
|
2024
Q1 | $1.53M | Buy |
167,417
+18,682
| +13% | +$170K | ﹤0.01% | 582 |
|
|
2023
Q4 | $2.27M | Buy |
148,735
+55,649
| +60% | +$849K | ﹤0.01% | 496 |
|
|
2023
Q3 | $1.3M | Buy |
93,086
+8,493
| +10% | +$119K | ﹤0.01% | 560 |
|
|
2023
Q2 | $1.12M | Buy |
84,593
+36,233
| +75% | +$480K | ﹤0.01% | 580 |
|
|
2023
Q1 | $840K | Buy |
48,360
+228
| +0.5% | +$3.96K | ﹤0.01% | 635 |
|
|
2022
Q4 | $716K | Buy |
48,132
+14,685
| +44% | +$219K | ﹤0.01% | 568 |
|
|
2022
Q3 | $665K | Buy |
33,447
+6,139
| +22% | +$122K | ﹤0.01% | 662 |
|
|
2022
Q2 | $558K | Buy |
27,308
+5,892
| +28% | +$120K | ﹤0.01% | 693 |
|
|
2022
Q1 | $650K | Buy |
21,416
+3,805
| +22% | +$115K | ﹤0.01% | 704 |
|
|
2021
Q4 | $721K | Buy |
+17,611
| New | +$721K | ﹤0.01% | 700 |
|
|
2018
Q2 | – | Sell |
-32
| Closed | -$2K | – | 2017 |
|
|
2018
Q1 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 1797 |
|