Ameritas Advisory Services’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $106K | Sell |
10,246
-8,279
| -45% | -$85.9K | 0.01% | 964 |
|
|
2025
Q1 | $178K | Buy |
18,525
+218
| +1% | +$2.1K | 0.01% | 831 |
|
|
2024
Q4 | $175K | Buy |
18,307
+2,262
| +14% | +$21.6K | 0.01% | 845 |
|
|
2024
Q3 | $170K | Sell |
16,045
-1,760
| -10% | -$18.6K | 0.01% | 814 |
|
|
2024
Q2 | $147K | Sell |
17,805
-305
| -2% | -$2.52K | 0.01% | 865 |
|
|
2024
Q1 | $151K | Buy |
18,110
+7,263
| +67% | +$60.6K | 0.01% | 839 |
|
|
2023
Q4 | $88.7K | Sell |
10,847
-5,497
| -34% | -$44.9K | ﹤0.01% | 673 |
|
|
2023
Q3 | $135K | Buy |
16,344
+460
| +3% | +$3.8K | 0.01% | 773 |
|
|
2023
Q2 | $127K | Sell |
15,884
-6,807
| -30% | -$54.3K | 0.02% | 528 |
|
|
2023
Q1 | $187K | Sell |
22,691
-17,901
| -44% | -$147K | 0.01% | 786 |
|
|
2022
Q4 | $325K | Buy |
+40,592
| New | +$325K | 0.02% | 690 |
|