DWM
Diversify Wealth Management’s Herbalife HLF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.52M | Buy |
275,324
+4,723
| +2% | +$43.3K | 0.16% | 158 |
|
2025
Q1 | $1.91M | Buy |
270,601
+78,530
| +41% | +$555K | 0.14% | 173 |
|
2024
Q4 | $1.27M | Buy |
192,071
+32,572
| +20% | +$215K | 0.1% | 186 |
|
2024
Q3 | $1.11M | Buy |
159,499
+116,548
| +271% | +$814K | 0.11% | 185 |
|
2024
Q2 | $411K | Buy |
+42,951
| New | +$411K | 0.05% | 311 |
|