IFP Advisors’s Herbalife HLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.4K | Buy |
163
+105
| +181% | +$1.72K | ﹤0.01% | 3895 |
|
|
2025
Q4 | $748 | Hold |
58
| – | – | ﹤0.01% | 4163 |
|
|
2025
Q3 | $490 | Buy |
+58
| New | +$547 | ﹤0.01% | 4176 |
|
|
2025
Q2 | – | Hold |
0
| – | – | – | 3895 |
|
|
2025
Q1 | – | Sell |
-2
| Closed | -$13 | – | 4494 |
|
|
2024
Q4 | $13 | Buy |
+2
| New | +$15 | ﹤0.01% | 4507 |
|
|
2023
Q1 | – | Sell |
-115
| Closed | -$6K | – | 3852 |
|
|
2022
Q4 | $6K | Buy |
115
+10
| +10% | +$174 | ﹤0.01% | 3696 |
|
|
2022
Q3 | $7K | Buy |
105
+19
| +22% | +$471 | ﹤0.01% | 3855 |
|
|
2022
Q2 | $6K | Hold |
86
| – | – | ﹤0.01% | 3689 |
|
|
2022
Q1 | $6K | Buy |
86
+83
| +2,767% | +$3.25K | ﹤0.01% | 3689 |
|
|
2021
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 3018 |
|
|
2021
Q3 | $1K | Sell |
3
-369
| -99% | -$18.2K | ﹤0.01% | 3036 |
|
|
2021
Q2 | $19K | Buy |
372
+369
| +12,300% | +$18.4K | ﹤0.01% | 1955 |
|
|
2021
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 3587 |
|
|
2020
Q4 | $0 | Sell |
3
-15
| -83% | -$724 | ﹤0.01% | 3446 |
|
|
2020
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 2640 |
|
|
2020
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 2546 |
|
|
2020
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 2543 |
|
|
2019
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 2675 |
|
|
2019
Q3 | $1K | Buy |
+18
| New | +$703 | ﹤0.01% | 2867 |
|
|
2019
Q1 | – | Sell |
-119
| Closed | -$7K | – | 2804 |
|
|
2018
Q4 | $7K | Buy |
+119
| New | +$6.57K | ﹤0.01% | 2676 |
|
|
2018
Q3 | – | Sell |
-90
| Closed | -$5K | – | 3913 |
|
|
2018
Q2 | $5K | Sell |
90
-8
| -8% | -$421 | ﹤0.01% | 3250 |
|
|
2018
Q1 | $3K | Hold |
98
| – | – | ﹤0.01% | 3376 |
|
|
2017
Q4 | $3K | Hold |
98
| – | – | ﹤0.01% | 3426 |
|
|
2017
Q3 | $3K | Buy |
98
+22
| +29% | +$753 | ﹤0.01% | 3616 |
|
|
2017
Q2 | $3K | Hold |
76
| – | – | ﹤0.01% | 3617 |
|
|
2017
Q1 | $2K | Sell |
76
-200
| -72% | -$5.56K | ﹤0.01% | 3651 |
|
|
2016
Q4 | $7K | Hold |
276
| – | – | ﹤0.01% | 3122 |
|
|
2016
Q3 | $9K | Sell |
276
-820
| -75% | -$25.9K | ﹤0.01% | 2893 |
|
|
2016
Q2 | $32K | Buy |
+1,096
| New | +$32.8K | ﹤0.01% | 2037 |
|
|
2016
Q1 | – | Sell |
-1,092
| Closed | -$29K | – | 2820 |
|
|
2015
Q4 | $29K | Buy |
+1,092
| New | +$30.3K | ﹤0.01% | 1942 |
|
Other funds holding HLF
BG
ROIC
VPM
VCM
