Creative Planning’s Hims & Hers Health HIMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.53M | Buy |
90,906
+27,289
| +43% | +$1.36M | ﹤0.01% | 809 |
|
|
2025
Q1 | $1.88M | Buy |
63,617
+12,297
| +24% | +$363K | ﹤0.01% | 1207 |
|
|
2024
Q4 | $1.24M | Buy |
51,320
+25,395
| +98% | +$614K | ﹤0.01% | 1478 |
|
|
2024
Q3 | $478K | Buy |
25,925
+3,979
| +18% | +$73.3K | ﹤0.01% | 2151 |
|
|
2024
Q2 | $443K | Buy |
+21,946
| New | +$443K | ﹤0.01% | 2030 |
|
|
2021
Q2 | – | Sell |
-24,574
| Closed | -$325K | – | 2136 |
|
|
2021
Q1 | $325K | Buy |
+24,574
| New | +$325K | ﹤0.01% | 1716 |
|