Creative Planning’s Hain Celestial HAIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-46,044
| Closed | -$191K | – | 3642 |
|
|
2025
Q1 | $191K | Buy |
46,044
+17,666
| +62% | +$73.3K | ﹤0.01% | 3082 |
|
|
2024
Q4 | $175K | Sell |
28,378
-7,920
| -22% | -$48.7K | ﹤0.01% | 3005 |
|
|
2024
Q3 | $313K | Buy |
36,298
+1,272
| +4% | +$11K | ﹤0.01% | 2480 |
|
|
2024
Q2 | $242K | Buy |
+35,026
| New | +$242K | ﹤0.01% | 2516 |
|
|
2024
Q1 | – | Sell |
-16,481
| Closed | -$180K | – | 2891 |
|
|
2023
Q4 | $180K | Buy |
+16,481
| New | +$180K | ﹤0.01% | 2456 |
|
|
2022
Q1 | – | Sell |
-6,145
| Closed | -$262K | – | 2309 |
|
|
2021
Q4 | $262K | Buy |
6,145
+951
| +18% | +$40.5K | ﹤0.01% | 1704 |
|
|
2021
Q3 | $222K | Sell |
5,194
-95
| -2% | -$4.06K | ﹤0.01% | 1795 |
|
|
2021
Q2 | $212K | Buy |
+5,289
| New | +$212K | ﹤0.01% | 1771 |
|
|
2018
Q3 | – | Sell |
-6,800
| Closed | -$203K | – | 1961 |
|
|
2018
Q2 | $203K | Buy |
6,800
+138
| +2% | +$4.12K | ﹤0.01% | 1617 |
|
|
2018
Q1 | $214K | Buy |
6,662
+1,139
| +21% | +$36.6K | ﹤0.01% | 1547 |
|
|
2017
Q4 | $234K | Buy |
+5,523
| New | +$234K | ﹤0.01% | 1492 |
|
|
2017
Q3 | – | Sell |
-4,695
| Closed | -$182K | – | 2600 |
|
|
2017
Q2 | $182K | Sell |
4,695
-157
| -3% | -$6.09K | ﹤0.01% | 1563 |
|
|
2017
Q1 | $180K | Buy |
4,852
+597
| +14% | +$22.1K | ﹤0.01% | 1544 |
|
|
2016
Q4 | $166K | Sell |
4,255
-1,564
| -27% | -$61K | ﹤0.01% | 1502 |
|
|
2016
Q3 | $207K | Buy |
5,819
+940
| +19% | +$33.4K | ﹤0.01% | 1378 |
|
|
2016
Q2 | $243K | Sell |
4,879
-209
| -4% | -$10.4K | ﹤0.01% | 1154 |
|
|
2016
Q1 | $208K | Sell |
5,088
-3,644
| -42% | -$149K | ﹤0.01% | 1190 |
|
|
2015
Q4 | $353K | Sell |
8,732
-3,896
| -31% | -$158K | ﹤0.01% | 914 |
|
|
2015
Q3 | $652K | Buy |
12,628
+550
| +5% | +$28.4K | 0.01% | 638 |
|
|
2015
Q2 | $795K | Sell |
12,078
-4,808
| -28% | -$316K | 0.01% | 534 |
|
|
2015
Q1 | $1.08M | Buy |
16,886
+3,294
| +24% | +$211K | 0.01% | 432 |
|
|
2014
Q4 | $792K | Buy |
13,592
+5,700
| +72% | +$332K | 0.01% | 530 |
|
|
2014
Q3 | $404K | Buy |
7,892
+1,130
| +17% | +$57.8K | ﹤0.01% | 740 |
|
|
2014
Q2 | $300K | Buy |
6,762
+2,300
| +52% | +$102K | ﹤0.01% | 838 |
|
|
2014
Q1 | $204K | Buy |
4,462
+1,230
| +38% | +$56.2K | ﹤0.01% | 988 |
|
|
2013
Q4 | $147K | Buy |
3,232
+1,610
| +99% | +$73.2K | ﹤0.01% | 998 |
|
|
2013
Q3 | $63K | Buy |
1,622
+1,370
| +544% | +$53.2K | ﹤0.01% | 1377 |
|
|
2013
Q2 | $8K | Buy |
+252
| New | +$8K | ﹤0.01% | 2356 |
|