Creative Planning’s Hillenbrand HI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266K | Sell |
13,277
-6,698
| -34% | -$134K | ﹤0.01% | 2999 |
|
|
2025
Q1 | $482K | Sell |
19,975
-38,588
| -66% | -$932K | ﹤0.01% | 2317 |
|
|
2024
Q4 | $1.8M | Buy |
58,563
+32,999
| +129% | +$1.02M | ﹤0.01% | 1195 |
|
|
2024
Q3 | $711K | Sell |
25,564
-969
| -4% | -$26.9K | ﹤0.01% | 1799 |
|
|
2024
Q2 | $1.06M | Buy |
26,533
+2,259
| +9% | +$90.4K | ﹤0.01% | 1359 |
|
|
2024
Q1 | $1.22M | Buy |
24,274
+5,603
| +30% | +$282K | ﹤0.01% | 1207 |
|
|
2023
Q4 | $893K | Buy |
18,671
+3,018
| +19% | +$144K | ﹤0.01% | 1289 |
|
|
2023
Q3 | $662K | Sell |
15,653
-2,129
| -12% | -$90.1K | ﹤0.01% | 1375 |
|
|
2023
Q2 | $912K | Buy |
17,782
+2,508
| +16% | +$129K | ﹤0.01% | 1171 |
|
|
2023
Q1 | $726K | Buy |
15,274
+385
| +3% | +$18.3K | ﹤0.01% | 1241 |
|
|
2022
Q4 | $635K | Sell |
14,889
-1,354
| -8% | -$57.8K | ﹤0.01% | 1290 |
|
|
2022
Q3 | $596K | Buy |
16,243
+2,931
| +22% | +$108K | ﹤0.01% | 1214 |
|
|
2022
Q2 | $545K | Buy |
13,312
+179
| +1% | +$7.33K | ﹤0.01% | 1264 |
|
|
2022
Q1 | $580K | Buy |
13,133
+22
| +0.2% | +$972 | ﹤0.01% | 1250 |
|
|
2021
Q4 | $682K | Sell |
13,111
-5,092
| -28% | -$265K | ﹤0.01% | 1136 |
|
|
2021
Q3 | $776K | Sell |
18,203
-100
| -0.5% | -$4.26K | ﹤0.01% | 1071 |
|
|
2021
Q2 | $807K | Buy |
18,303
+305
| +2% | +$13.4K | ﹤0.01% | 1027 |
|
|
2021
Q1 | $859K | Sell |
17,998
-1,166
| -6% | -$55.7K | ﹤0.01% | 1101 |
|
|
2020
Q4 | $763K | Sell |
19,164
-261
| -1% | -$10.4K | ﹤0.01% | 1068 |
|
|
2020
Q3 | $551K | Sell |
19,425
-3
| -0% | -$85 | ﹤0.01% | 1074 |
|
|
2020
Q2 | $526K | Sell |
19,428
-360
| -2% | -$9.75K | ﹤0.01% | 996 |
|
|
2020
Q1 | $378K | Sell |
19,788
-1
| -0% | -$19 | ﹤0.01% | 1074 |
|
|
2019
Q4 | $659K | Buy |
19,789
+5
| +0% | +$167 | ﹤0.01% | 968 |
|
|
2019
Q3 | $611K | Sell |
19,784
-5
| -0% | -$154 | ﹤0.01% | 959 |
|
|
2019
Q2 | $783K | Buy |
19,789
+110
| +0.6% | +$4.35K | ﹤0.01% | 861 |
|
|
2019
Q1 | $817K | Buy |
19,679
+34
| +0.2% | +$1.41K | ﹤0.01% | 803 |
|
|
2018
Q4 | $745K | Sell |
19,645
-100
| -0.5% | -$3.79K | ﹤0.01% | 782 |
|
|
2018
Q3 | $1.03M | Hold |
19,745
| – | – | ﹤0.01% | 746 |
|
|
2018
Q2 | $931K | Sell |
19,745
-1
| -0% | -$47 | ﹤0.01% | 774 |
|
|
2018
Q1 | $906K | Sell |
19,746
-117
| -0.6% | -$5.37K | ﹤0.01% | 780 |
|
|
2017
Q4 | $888K | Buy |
19,863
+139
| +0.7% | +$6.21K | ﹤0.01% | 792 |
|
|
2017
Q3 | $766K | Buy |
19,724
+14,067
| +249% | +$546K | ﹤0.01% | 825 |
|
|
2017
Q2 | $204K | Hold |
5,657
| – | – | ﹤0.01% | 1497 |
|
|
2017
Q1 | $203K | Buy |
5,657
+132
| +2% | +$4.74K | ﹤0.01% | 1471 |
|
|
2016
Q4 | $212K | Buy |
5,525
+100
| +2% | +$3.84K | ﹤0.01% | 1378 |
|
|
2016
Q3 | $172K | Buy |
5,425
+260
| +5% | +$8.24K | ﹤0.01% | 1478 |
|
|
2016
Q2 | $155K | Sell |
5,165
-50
| -1% | -$1.5K | ﹤0.01% | 1394 |
|
|
2016
Q1 | $156K | Buy |
5,215
+21
| +0.4% | +$628 | ﹤0.01% | 1344 |
|
|
2015
Q4 | $154K | Buy |
5,194
+29
| +0.6% | +$860 | ﹤0.01% | 1363 |
|
|
2015
Q3 | $134K | Buy |
+5,165
| New | +$134K | ﹤0.01% | 1403 |
|
|
2015
Q2 | – | Sell |
-5,165
| Closed | -$159K | – | 1809 |
|
|
2015
Q1 | $159K | Sell |
5,165
-1,551
| -23% | -$47.7K | ﹤0.01% | 1303 |
|
|
2014
Q4 | $232K | Buy |
6,716
+551
| +9% | +$19K | ﹤0.01% | 1047 |
|
|
2014
Q3 | $190K | Buy |
6,165
+900
| +17% | +$27.7K | ﹤0.01% | 1084 |
|
|
2014
Q2 | $172K | Sell |
5,265
-220
| -4% | -$7.19K | ﹤0.01% | 1106 |
|
|
2014
Q1 | $177K | Buy |
5,485
+220
| +4% | +$7.1K | ﹤0.01% | 1060 |
|
|
2013
Q4 | $155K | Buy |
5,265
+50
| +1% | +$1.47K | ﹤0.01% | 976 |
|
|
2013
Q3 | $143K | Hold |
5,215
| – | – | ﹤0.01% | 913 |
|
|
2013
Q2 | $124K | Buy |
+5,215
| New | +$124K | ﹤0.01% | 870 |
|