Avantax 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 | $614K | Sell |
59,243
-3,329
| -5% | -$34.5K | ﹤0.01% | 1470 |
|
|
2025
Q1 | $644K | Sell |
62,572
-14,358
| -19% | -$148K | ﹤0.01% | 1351 |
|
|
2024
Q4 | $734K | Sell |
76,930
-15,947
| -17% | -$152K | ﹤0.01% | 1212 |
|
|
2024
Q3 | $983K | Sell |
92,877
-31,782
| -25% | -$336K | 0.01% | 1038 |
|
|
2024
Q2 | $1.03M | Buy |
124,659
+101,184
| +431% | +$836K | 0.01% | 959 |
|
|
2024
Q1 | $199K | Sell |
23,475
-4,756
| -17% | -$40.4K | ﹤0.01% | 1544 |
|
|
2023
Q4 | $232K | Sell |
28,231
-6,399
| -18% | -$52.7K | ﹤0.01% | 1386 |
|
|
2023
Q3 | $288K | Sell |
34,630
-2,928
| -8% | -$24.4K | ﹤0.01% | 1220 |
|
|
2023
Q2 | $315K | Buy |
37,558
+3,333
| +10% | +$27.9K | ﹤0.01% | 1162 |
|
|
2023
Q1 | $279K | Sell |
34,225
-1,427
| -4% | -$11.6K | ﹤0.01% | 1186 |
|
|
2022
Q4 | $285K | Sell |
35,652
-19,318
| -35% | -$155K | ﹤0.01% | 1133 |
|
|
2022
Q3 | $335K | Buy |
+54,970
| New | +$335K | 0.01% | 950 |
|