B. Riley Wealth Advisors’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $167K | Buy |
+16,088
| New | +$167K | 0.01% | 885 |
|
|
2024
Q4 | $141K | Sell |
14,755
-2,743
| -16% | -$26.2K | ﹤0.01% | 1080 |
|
|
2024
Q3 | $184K | Sell |
17,498
-2,603
| -13% | -$27.3K | 0.01% | 1154 |
|
|
2024
Q2 | $166K | Sell |
20,101
-9,223
| -31% | -$76.2K | ﹤0.01% | 1266 |
|
|
2024
Q1 | $246K | Buy |
29,324
+5,519
| +23% | +$46.2K | 0.01% | 1155 |
|
|
2023
Q4 | $196K | Sell |
23,805
-5,519
| -19% | -$45.4K | 0.01% | 1268 |
|
|
2023
Q3 | $246K | Buy |
29,324
+609
| +2% | +$5.1K | 0.01% | 1155 |
|
|
2023
Q2 | $241K | Sell |
28,715
-637
| -2% | -$5.34K | 0.01% | 1246 |
|
|
2023
Q1 | $241K | Sell |
29,352
-3,462
| -11% | -$28.4K | 0.01% | 1193 |
|
|
2022
Q4 | $263K | Sell |
32,814
-1,206
| -4% | -$9.65K | 0.01% | 1105 |
|
|
2022
Q3 | $209K | Buy |
+34,020
| New | +$209K | 0.01% | 1204 |
|