Creative Planning’s Hillenbrand HI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266K | Sell |
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|
2025
Q1 | $482K | Sell |
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|
2024
Q4 | $1.8M | Buy |
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|
2024
Q3 | $711K | Sell |
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|
2024
Q2 | $1.06M | Buy |
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|
2024
Q1 | $1.22M | Buy |
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|
2023
Q4 | $893K | Buy |
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|
2023
Q3 | $662K | Sell |
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|
2023
Q2 | $912K | Buy |
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|
2023
Q1 | $726K | Buy |
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|
2022
Q4 | $635K | Sell |
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|
2022
Q3 | $596K | Buy |
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|
2022
Q2 | $545K | Buy |
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|
2022
Q1 | $580K | Buy |
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|
2021
Q4 | $682K | Sell |
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|
2021
Q3 | $776K | Sell |
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|
2021
Q2 | $807K | Buy |
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|
2021
Q1 | $859K | Sell |
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|
2020
Q4 | $763K | Sell |
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|
2020
Q3 | $551K | Sell |
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|
2020
Q2 | $526K | Sell |
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|
2020
Q1 | $378K | Sell |
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|
2019
Q4 | $659K | Buy |
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|
2019
Q3 | $611K | Sell |
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|
2019
Q2 | $783K | Buy |
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|
2019
Q1 | $817K | Buy |
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|
2018
Q4 | $745K | Sell |
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|
2018
Q3 | $1.03M | Hold |
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|
2018
Q2 | $931K | Sell |
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|
2018
Q1 | $906K | Sell |
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|
2017
Q4 | $888K | Buy |
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|
2017
Q3 | $766K | Buy |
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|
2017
Q2 | $204K | Hold |
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|
2017
Q1 | $203K | Buy |
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|
2016
Q4 | $212K | Buy |
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|
2016
Q3 | $172K | Buy |
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|
2016
Q2 | $155K | Sell |
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|
2016
Q1 | $156K | Buy |
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|
2015
Q4 | $154K | Buy |
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|
2015
Q3 | $134K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $159K | Sell |
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|
2014
Q4 | $232K | Buy |
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|
2014
Q3 | $190K | Buy |
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|
2014
Q2 | $172K | Sell |
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|
2014
Q1 | $177K | Buy |
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|
2013
Q4 | $155K | Buy |
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|
2013
Q3 | $143K | Hold |
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|
2013
Q2 | $124K | Buy |
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