Bartlett & Co 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 | $30.5K | Buy |
2,938
+350
| +14% | +$3.63K | ﹤0.01% | 744 |
|
|
2025
Q1 | $26.6K | Buy |
2,588
+1,491
| +136% | +$15.3K | ﹤0.01% | 772 |
|
|
2024
Q4 | $10.5K | Buy |
1,097
+47
| +4% | +$448 | ﹤0.01% | 907 |
|
|
2024
Q3 | $11.1K | Hold |
1,050
| – | – | ﹤0.01% | 900 |
|
|
2024
Q2 | $8.67K | Sell |
1,050
-30
| -3% | -$248 | ﹤0.01% | 932 |
|
|
2024
Q1 | $9.28K | Hold |
1,080
| – | – | ﹤0.01% | 918 |
|
|
2023
Q4 | $8.94K | Sell |
1,080
-569
| -35% | -$4.71K | ﹤0.01% | 1018 |
|
|
2023
Q3 | $13.8K | Hold |
1,649
| – | – | ﹤0.01% | 884 |
|
|
2023
Q2 | $13.8K | Hold |
1,649
| – | – | ﹤0.01% | 882 |
|
|
2023
Q1 | $13.5K | Hold |
1,649
| – | – | ﹤0.01% | 780 |
|
|
2022
Q4 | $13.2K | Sell |
1,649
-300
| -15% | -$2.4K | ﹤0.01% | 787 |
|
|
2022
Q3 | $11.9K | Buy |
+1,949
| New | +$11.9K | ﹤0.01% | 797 |
|