Baker Tilly 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
Q3 | $652K | Buy |
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|
2025
Q2 | $684K | Sell |
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|
2025
Q1 | $696K | Buy |
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|
2024
Q4 | $643K | Buy |
|
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|
2024
Q3 | $627K | Buy |
|
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|
2024
Q2 | $407K | Sell |
|
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|
2024
Q1 | $525K | Buy |
|
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|
2023
Q4 | $271K | Buy |
|
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|
2023
Q3 | $259K | Sell |
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|
2023
Q2 | $359K | Sell |
|
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|
2023
Q1 | $351K | Sell |
|
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|
2022
Q4 | $456K | Buy |
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|
2022
Q3 | $285K | Buy |
|