Creative Planning’s Herbalife HLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $228K | Buy |
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|
2025
Q2 | $185K | Sell |
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|
2025
Q1 | $202K | Buy |
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|
2024
Q4 | $1.07K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $156K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $628 | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $19K | Buy |
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|
2017
Q1 | $12K | Hold |
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|
2016
Q4 | $10K | Sell |
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|
2016
Q3 | $64K | Buy |
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|
2016
Q2 | $25K | Buy |
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|
2016
Q1 | $23K | Buy |
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|
2015
Q4 | $11K | Buy |
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|
2015
Q3 | $11K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $15K | Sell |
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|
2014
Q4 | $24K | Buy |
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|
2014
Q3 | $12K | Sell |
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|
2014
Q2 | $83K | Buy |
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|
2014
Q1 | $73K | Buy |
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|
2013
Q4 | $22K | Hold |
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|
2013
Q3 | $19K | Sell |
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|
2013
Q2 | $58K | Buy |
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