AO
Advisor OS’s Haleon HLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $110K | Sell |
10,633
-1,286
| -11% | -$13.3K | 0.01% | 446 |
|
|
2025
Q1 | $123K | Buy |
+11,919
| New | +$123K | 0.01% | 421 |
|
|
2024
Q4 | – | Sell |
-10,065
| Closed | -$106K | – | 427 |
|
|
2024
Q3 | $106K | Buy |
10,065
+4
| +0% | +$42 | 0.01% | 405 |
|
|
2024
Q2 | $83.1K | Buy |
+10,061
| New | +$83.1K | 0.01% | 385 |
|