Baker Tilly Wealth Management’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $684K | Sell |
65,942
-1,653
| -2% | -$17.1K | 0.24% | 92 |
|
|
2025
Q1 | $696K | Buy |
67,595
+211
| +0.3% | +$2.17K | 0.27% | 93 |
|
|
2024
Q4 | $643K | Buy |
67,384
+8,079
| +14% | +$77.1K | 0.25% | 95 |
|
|
2024
Q3 | $627K | Buy |
59,305
+9,987
| +20% | +$106K | 0.28% | 92 |
|
|
2024
Q2 | $407K | Sell |
49,318
-12,550
| -20% | -$104K | 0.17% | 148 |
|
|
2024
Q1 | $525K | Buy |
61,868
+28,879
| +88% | +$245K | 0.1% | 240 |
|
|
2023
Q4 | $271K | Buy |
32,989
+1,905
| +6% | +$15.7K | 0.04% | 401 |
|
|
2023
Q3 | $259K | Sell |
31,084
-11,738
| -27% | -$97.8K | 0.04% | 389 |
|
|
2023
Q2 | $359K | Sell |
42,822
-241
| -0.6% | -$2.02K | 0.04% | 423 |
|
|
2023
Q1 | $351K | Sell |
43,063
-13,976
| -25% | -$114K | 0.04% | 419 |
|
|
2022
Q4 | $456K | Buy |
57,039
+10,238
| +22% | +$81.9K | 0.06% | 348 |
|
|
2022
Q3 | $285K | Buy |
+46,801
| New | +$285K | 0.04% | 420 |
|