IFP Advisors’s Herbalife HLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 3895 |
|
|
2025
Q1 | – | Sell |
-2
| Closed | -$13 | – | 4494 |
|
|
2024
Q4 | $13 | Buy |
+2
| New | +$13 | ﹤0.01% | 4507 |
|
|
2023
Q1 | – | Sell |
-115
| Closed | -$6K | – | 3852 |
|
|
2022
Q4 | $6K | Buy |
115
+10
| +10% | +$522 | ﹤0.01% | 3696 |
|
|
2022
Q3 | $7K | Buy |
105
+19
| +22% | +$1.27K | ﹤0.01% | 3856 |
|
|
2022
Q2 | $6K | Hold |
86
| – | – | ﹤0.01% | 3690 |
|
|
2022
Q1 | $6K | Buy |
86
+83
| +2,767% | +$5.79K | ﹤0.01% | 3690 |
|
|
2021
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 2969 |
|
|
2021
Q3 | $1K | Sell |
3
-369
| -99% | -$123K | ﹤0.01% | 2972 |
|
|
2021
Q2 | $19K | Buy |
372
+369
| +12,300% | +$18.8K | ﹤0.01% | 1951 |
|
|
2021
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 3532 |
|
|
2020
Q4 | $0 | Sell |
3
-15
| -83% | – | ﹤0.01% | 3406 |
|
|
2020
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 2613 |
|
|
2020
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 2516 |
|
|
2020
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 2499 |
|
|
2019
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 2662 |
|
|
2019
Q3 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 2852 |
|
|
2019
Q1 | – | Sell |
-119
| Closed | -$7K | – | 2780 |
|
|
2018
Q4 | $7K | Buy |
+119
| New | +$7K | ﹤0.01% | 2634 |
|
|
2018
Q3 | – | Sell |
-90
| Closed | -$5K | – | 3860 |
|
|
2018
Q2 | $5K | Sell |
90
-8
| -8% | -$444 | ﹤0.01% | 3201 |
|
|
2018
Q1 | $3K | Hold |
98
| – | – | ﹤0.01% | 3376 |
|
|
2017
Q4 | $3K | Hold |
98
| – | – | ﹤0.01% | 3375 |
|
|
2017
Q3 | $3K | Buy |
98
+22
| +29% | +$673 | ﹤0.01% | 3576 |
|
|
2017
Q2 | $3K | Hold |
76
| – | – | ﹤0.01% | 3583 |
|
|
2017
Q1 | $2K | Sell |
76
-200
| -72% | -$5.26K | ﹤0.01% | 3616 |
|
|
2016
Q4 | $7K | Hold |
276
| – | – | ﹤0.01% | 3097 |
|
|
2016
Q3 | $9K | Sell |
276
-820
| -75% | -$26.7K | ﹤0.01% | 2877 |
|
|
2016
Q2 | $32K | Buy |
+1,096
| New | +$32K | ﹤0.01% | 2028 |
|
|
2016
Q1 | – | Sell |
-1,092
| Closed | -$29K | – | 2824 |
|
|
2015
Q4 | $29K | Buy |
+1,092
| New | +$29K | ﹤0.01% | 1929 |
|