Axxcess Wealth Management’s Haleon HLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $587K | Sell |
56,641
-3,558
| -6% | -$36.9K | 0.01% | 550 |
|
|
2025
Q1 | $619K | Sell |
60,199
-6,123
| -9% | -$63K | 0.02% | 499 |
|
|
2024
Q4 | $633K | Buy |
66,322
+2,479
| +4% | +$23.7K | 0.02% | 495 |
|
|
2024
Q3 | $675K | Buy |
63,843
+1,450
| +2% | +$15.3K | 0.02% | 486 |
|
|
2024
Q2 | $515K | Buy |
62,393
+17,569
| +39% | +$145K | 0.01% | 516 |
|
|
2024
Q1 | $381K | Buy |
44,824
+25,988
| +138% | +$221K | 0.01% | 601 |
|
|
2023
Q4 | $155K | Buy |
18,836
+2,156
| +13% | +$17.7K | ﹤0.01% | 797 |
|
|
2023
Q3 | $139K | Buy |
16,680
+1,166
| +8% | +$9.71K | ﹤0.01% | 760 |
|
|
2023
Q2 | $130K | Sell |
15,514
-1,399
| -8% | -$11.7K | 0.01% | 567 |
|
|
2023
Q1 | $138K | Hold |
16,913
| – | – | 0.01% | 604 |
|
|
2022
Q4 | $135K | Buy |
16,913
+3,948
| +30% | +$31.6K | 0.01% | 582 |
|
|
2022
Q3 | $79K | Buy |
+12,965
| New | +$79K | 0.01% | 523 |
|