AIMZ Investment 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 | $669K | Sell |
64,557
-1,695
| -3% | -$17.6K | 0.22% | 81 |
|
|
2025
Q1 | $682K | Sell |
66,252
-4,300
| -6% | -$44.2K | 0.24% | 79 |
|
|
2024
Q4 | $673K | Sell |
70,552
-2,200
| -3% | -$21K | 0.23% | 75 |
|
|
2024
Q3 | $770K | Sell |
72,752
-2,648
| -4% | -$28K | 0.26% | 73 |
|
|
2024
Q2 | $623K | Sell |
75,400
-9,375
| -11% | -$77.4K | 0.22% | 78 |
|
|
2024
Q1 | $720K | Sell |
84,775
-3,100
| -4% | -$26.3K | 0.27% | 72 |
|
|
2023
Q4 | $723K | Sell |
87,875
-396
| -0.4% | -$3.26K | 0.29% | 69 |
|
|
2023
Q3 | $735K | Sell |
88,271
-850
| -1% | -$7.08K | 0.33% | 65 |
|
|
2023
Q2 | $747K | Sell |
89,121
-795
| -0.9% | -$6.66K | 0.32% | 66 |
|
|
2023
Q1 | $732K | Sell |
89,916
-1,085
| -1% | -$8.83K | 0.33% | 65 |
|
|
2022
Q4 | $728K | Sell |
91,001
-330
| -0.4% | -$2.64K | 0.34% | 64 |
|
|
2022
Q3 | $556K | Buy |
+91,331
| New | +$556K | 0.28% | 73 |
|