AAM
Aureus Asset Management’s Haleon HLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $143K | Sell |
13,754
-1,127
| -8% | -$11.7K | 0.01% | 203 |
|
|
2025
Q1 | $153K | Hold |
14,881
| – | – | 0.01% | 200 |
|
|
2024
Q4 | $142K | Hold |
14,881
| – | – | 0.01% | 206 |
|
|
2024
Q3 | $157K | Buy |
14,881
+2,298
| +18% | +$24.3K | 0.01% | 206 |
|
|
2024
Q2 | $104K | Hold |
12,583
| – | – | 0.01% | 200 |
|
|
2024
Q1 | $107K | Hold |
12,583
| – | – | 0.01% | 198 |
|
|
2023
Q4 | $104K | Buy |
12,583
+52
| +0.4% | +$428 | 0.01% | 193 |
|
|
2023
Q3 | $104K | Buy |
+12,531
| New | +$104K | 0.01% | 190 |
|