Arkadios Wealth 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 | $805K | Buy |
77,625
+2,339
| +3% | +$24.3K | 0.02% | 643 |
|
|
2025
Q1 | $775K | Sell |
75,286
-547
| -0.7% | -$5.63K | 0.03% | 547 |
|
|
2024
Q4 | $723K | Sell |
75,833
-26
| -0% | -$248 | 0.04% | 409 |
|
|
2024
Q3 | $803K | Sell |
75,859
-1,217
| -2% | -$12.9K | 0.05% | 384 |
|
|
2024
Q2 | $637K | Buy |
77,076
+2,165
| +3% | +$17.9K | 0.04% | 401 |
|
|
2024
Q1 | $636K | Sell |
74,911
-930
| -1% | -$7.9K | 0.05% | 333 |
|
|
2023
Q4 | $624K | Buy |
75,841
+18,343
| +32% | +$151K | 0.05% | 317 |
|
|
2023
Q3 | $479K | Buy |
57,498
+330
| +0.6% | +$2.75K | 0.05% | 349 |
|
|
2023
Q2 | $479K | Buy |
57,168
+629
| +1% | +$5.27K | 0.06% | 318 |
|
|
2023
Q1 | $460K | Buy |
56,539
+1,697
| +3% | +$13.8K | 0.05% | 321 |
|
|
2022
Q4 | $439K | Buy |
54,842
+596
| +1% | +$4.77K | 0.06% | 310 |
|
|
2022
Q3 | $330K | Buy |
+54,246
| New | +$330K | 0.05% | 351 |
|