Ballentine Partners’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
$201K Sell
2025
Q2
$354K Buy
2025
Q1
$305K Buy
2024
Q4
$257K Buy
2024
Q3
$242K Buy
2024
Q2
$123K Sell
2024
Q1
$140K Sell
2023
Q4
$144K Sell
2023
Q3
$176K Sell
2023
Q2
$180K Sell
2023
Q1
$191K Buy
2022
Q4
$185K Buy
2022
Q3
$106K Buy