Addison Advisors’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.5K | Buy |
5,931
+455
| +8% | +$4.72K | 0.02% | 386 |
|
|
2025
Q1 | $56.3K | Buy |
5,476
+522
| +11% | +$5.37K | 0.02% | 370 |
|
|
2024
Q4 | $47.3K | Buy |
4,954
+1,106
| +29% | +$10.6K | 0.01% | 395 |
|
|
2024
Q3 | $40.7K | Buy |
3,848
+128
| +3% | +$1.35K | 0.01% | 420 |
|
|
2024
Q2 | $30.7K | Buy |
3,720
+29
| +0.8% | +$240 | 0.01% | 426 |
|
|
2024
Q1 | $31.3K | Buy |
3,691
+15
| +0.4% | +$127 | 0.01% | 410 |
|
|
2023
Q4 | $30.3K | Buy |
3,676
+483
| +15% | +$3.98K | 0.01% | 413 |
|
|
2023
Q3 | $26.6K | Buy |
3,193
+385
| +14% | +$3.21K | 0.01% | 392 |
|
|
2023
Q2 | $23.5K | Buy |
2,808
+200
| +8% | +$1.68K | 0.01% | 399 |
|
|
2023
Q1 | $21.2K | Sell |
2,608
-125
| -5% | -$1.02K | 0.01% | 392 |
|
|
2022
Q4 | $21.9K | Buy |
2,733
+628
| +30% | +$5.02K | 0.01% | 369 |
|
|
2022
Q3 | $13K | Buy |
+2,105
| New | +$13K | 0.01% | 412 |
|