AE Wealth Management’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Buy |
20,391
+1,068
| +6% | +$11.1K | ﹤0.01% | 1282 |
|
|
2025
Q1 | $199K | Buy |
19,323
+1,186
| +7% | +$12.2K | ﹤0.01% | 1277 |
|
|
2024
Q4 | $173K | Sell |
18,137
-334
| -2% | -$3.19K | ﹤0.01% | 1306 |
|
|
2024
Q3 | $195K | Sell |
18,471
-728
| -4% | -$7.7K | ﹤0.01% | 1187 |
|
|
2024
Q2 | $159K | Buy |
19,199
+1,098
| +6% | +$9.07K | ﹤0.01% | 1180 |
|
|
2024
Q1 | $154K | Sell |
18,101
-29,956
| -62% | -$254K | ﹤0.01% | 1109 |
|
|
2023
Q4 | $393K | Buy |
48,057
+6,182
| +15% | +$50.5K | ﹤0.01% | 1575 |
|
|
2023
Q3 | $349K | Buy |
41,875
+34
| +0.1% | +$283 | ﹤0.01% | 1541 |
|
|
2023
Q2 | $351K | Sell |
41,841
-30,775
| -42% | -$258K | ﹤0.01% | 1544 |
|
|
2023
Q1 | $591K | Sell |
72,616
-11,034
| -13% | -$89.8K | ﹤0.01% | 1259 |
|
|
2022
Q4 | $669K | Sell |
83,650
-17,845
| -18% | -$143K | ﹤0.01% | 1158 |
|
|
2022
Q3 | $618K | Buy |
+101,495
| New | +$618K | ﹤0.01% | 1131 |
|