AE Wealth Management’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $181K | Sell |
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|
2025
Q2 | $211K | Buy |
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|
2025
Q1 | $199K | Buy |
|
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|
2024
Q4 | $173K | Sell |
|
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|
2024
Q3 | $195K | Sell |
|
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|
2024
Q2 | $159K | Buy |
|
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|
2024
Q1 | $154K | Sell |
|
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|
2023
Q4 | $393K | Buy |
|
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|
2023
Q3 | $349K | Buy |
|
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|
2023
Q2 | $351K | Sell |
|
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|
2023
Q1 | $591K | Sell |
|
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|
2022
Q4 | $669K | Sell |
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|
2022
Q3 | $618K | Buy |
|