Baron 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 | $173K | Sell |
16,719
-4,350
| -21% | -$45.1K | 0.06% | 229 |
|
|
2025
Q1 | $217K | Sell |
21,069
-12,563
| -37% | -$129K | 0.1% | 179 |
|
|
2024
Q4 | $321K | Buy |
33,632
+1,381
| +4% | +$13.2K | 0.15% | 112 |
|
|
2024
Q3 | $341K | Hold |
32,251
| – | – | 0.16% | 104 |
|
|
2024
Q2 | $266K | Buy |
32,251
+5,498
| +21% | +$45.4K | 0.14% | 129 |
|
|
2024
Q1 | $227K | Hold |
26,753
| – | – | 0.12% | 159 |
|
|
2023
Q4 | $220K | Buy |
26,753
+2,948
| +12% | +$24.3K | 0.12% | 152 |
|
|
2023
Q3 | $198K | Buy |
23,805
+11,207
| +89% | +$93.4K | 0.13% | 134 |
|
|
2023
Q2 | $106K | Buy |
12,598
+318
| +3% | +$2.67K | 0.07% | 141 |
|
|
2023
Q1 | $100K | Buy |
+12,280
| New | +$100K | 0.07% | 134 |
|