Atria Wealth Solutions’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $460K | Sell |
44,387
-510
| -1% | -$5.29K | 0.01% | 958 |
|
|
2025
Q1 | $462K | Sell |
44,897
-2,971
| -6% | -$30.6K | 0.01% | 1233 |
|
|
2024
Q4 | $457K | Buy |
47,868
+2,758
| +6% | +$26.3K | 0.01% | 1303 |
|
|
2024
Q3 | $477K | Sell |
45,110
-3,157
| -7% | -$33.4K | 0.01% | 1262 |
|
|
2024
Q2 | $399K | Sell |
48,267
-9,420
| -16% | -$77.8K | ﹤0.01% | 1333 |
|
|
2024
Q1 | $493K | Buy |
57,687
+33,636
| +140% | +$288K | 0.01% | 1269 |
|
|
2023
Q4 | $198K | Buy |
24,051
+992
| +4% | +$8.16K | ﹤0.01% | 1772 |
|
|
2023
Q3 | $193K | Sell |
23,059
-7,178
| -24% | -$59.9K | ﹤0.01% | 1699 |
|
|
2023
Q2 | $253K | Sell |
30,237
-17,075
| -36% | -$143K | ﹤0.01% | 1537 |
|
|
2023
Q1 | $386K | Buy |
47,312
+9,995
| +27% | +$81.6K | 0.01% | 1279 |
|
|
2022
Q4 | $299K | Buy |
37,317
+24,979
| +202% | +$200K | ﹤0.01% | 1354 |
|
|
2022
Q3 | $75.1K | Buy |
+12,338
| New | +$75.1K | ﹤0.01% | 1657 |
|