AWA
Aaron Wealth Advisors’s Haleon HLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Buy |
35,923
+3,389
| +10% | +$35.1K | 0.04% | 311 |
|
|
2025
Q1 | $335K | Sell |
32,534
-184
| -0.6% | -$1.89K | 0.04% | 303 |
|
|
2024
Q4 | $312K | Buy |
32,718
+3,344
| +11% | +$31.9K | 0.04% | 310 |
|
|
2024
Q3 | $311K | Buy |
29,374
+5,639
| +24% | +$59.7K | 0.04% | 291 |
|
|
2024
Q2 | $196K | Buy |
23,735
+3,330
| +16% | +$27.5K | 0.03% | 317 |
|
|
2024
Q1 | $173K | Buy |
+20,405
| New | +$173K | 0.02% | 304 |
|
|
2023
Q2 | – | Sell |
-32,058
| Closed | -$261K | – | 255 |
|
|
2023
Q1 | $261K | Buy |
32,058
+752
| +2% | +$6.12K | 0.04% | 213 |
|
|
2022
Q4 | $250K | Buy |
31,306
+11,306
| +57% | +$90.4K | 0.04% | 210 |
|
|
2022
Q3 | $122K | Buy |
+20,000
| New | +$122K | 0.02% | 215 |
|