Creative Planning’s Herbalife HLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $185K | Sell |
21,480
-1,966
| -8% | -$16.9K | ﹤0.01% | 3239 |
|
|
2025
Q1 | $202K | Buy |
23,446
+23,286
| +14,554% | +$201K | ﹤0.01% | 3054 |
|
|
2024
Q4 | $1.07K | Buy |
+160
| New | +$1.07K | ﹤0.01% | 3494 |
|
|
2024
Q3 | – | Sell |
-14,975
| Closed | -$156K | – | 3220 |
|
|
2024
Q2 | $156K | Buy |
+14,975
| New | +$156K | ﹤0.01% | 2730 |
|
|
2023
Q2 | – | Sell |
-39
| Closed | -$628 | – | 2604 |
|
|
2023
Q1 | $628 | Buy |
+39
| New | +$628 | ﹤0.01% | 2478 |
|
|
2017
Q3 | – | Sell |
-530
| Closed | -$19K | – | 2618 |
|
|
2017
Q2 | $19K | Buy |
530
+128
| +32% | +$4.59K | ﹤0.01% | 3181 |
|
|
2017
Q1 | $12K | Hold |
402
| – | – | ﹤0.01% | 3433 |
|
|
2016
Q4 | $10K | Sell |
402
-1,658
| -80% | -$41.2K | ﹤0.01% | 3497 |
|
|
2016
Q3 | $64K | Buy |
2,060
+1,200
| +140% | +$37.3K | ﹤0.01% | 2150 |
|
|
2016
Q2 | $25K | Buy |
860
+116
| +16% | +$3.37K | ﹤0.01% | 2610 |
|
|
2016
Q1 | $23K | Buy |
744
+328
| +79% | +$10.1K | ﹤0.01% | 2630 |
|
|
2015
Q4 | $11K | Buy |
416
+16
| +4% | +$423 | ﹤0.01% | 3197 |
|
|
2015
Q3 | $11K | Buy |
+400
| New | +$11K | ﹤0.01% | 3111 |
|
|
2015
Q2 | – | Sell |
-700
| Closed | -$15K | – | 1814 |
|
|
2015
Q1 | $15K | Sell |
700
-550
| -44% | -$11.8K | ﹤0.01% | 2892 |
|
|
2014
Q4 | $24K | Buy |
1,250
+700
| +127% | +$13.4K | ﹤0.01% | 2500 |
|
|
2014
Q3 | $12K | Sell |
550
-2,020
| -79% | -$44.1K | ﹤0.01% | 2801 |
|
|
2014
Q2 | $83K | Buy |
2,570
+20
| +0.8% | +$646 | ﹤0.01% | 1543 |
|
|
2014
Q1 | $73K | Buy |
2,550
+2,000
| +364% | +$57.3K | ﹤0.01% | 1573 |
|
|
2013
Q4 | $22K | Hold |
550
| – | – | ﹤0.01% | 2126 |
|
|
2013
Q3 | $19K | Sell |
550
-2,000
| -78% | -$69.1K | ﹤0.01% | 2128 |
|
|
2013
Q2 | $58K | Buy |
+2,550
| New | +$58K | ﹤0.01% | 1304 |
|