Axxcess Wealth Management’s Haleon HLN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$587K Sell
2025
Q1
$619K Sell
2024
Q4
$633K Buy
2024
Q3
$675K Buy
2024
Q2
$515K Buy
2024
Q1
$381K Buy
2023
Q4
$155K Buy
2023
Q3
$139K Buy
2023
Q2
$130K Sell
2023
Q1
$138K Hold
2022
Q4
$135K Buy
2022
Q3
$79K Buy