Beacon Pointe Advisors’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $139K | Sell |
13,393
-12,798
| -49% | -$133K | ﹤0.01% | 1186 |
|
|
2025
Q1 | $270K | Buy |
26,191
+11,036
| +73% | +$114K | ﹤0.01% | 1049 |
|
|
2024
Q4 | $145K | Buy |
15,155
+386
| +3% | +$3.68K | ﹤0.01% | 1153 |
|
|
2024
Q3 | $156K | Sell |
14,769
-3,330
| -18% | -$35.2K | ﹤0.01% | 1161 |
|
|
2024
Q2 | $149K | Buy |
18,099
+2,277
| +14% | +$18.8K | ﹤0.01% | 1192 |
|
|
2024
Q1 | $134K | Buy |
15,822
+1,222
| +8% | +$10.4K | ﹤0.01% | 1274 |
|
|
2023
Q4 | $120K | Buy |
14,600
+629
| +5% | +$5.18K | ﹤0.01% | 1249 |
|
|
2023
Q3 | $116K | Buy |
13,971
+410
| +3% | +$3.42K | ﹤0.01% | 1259 |
|
|
2023
Q2 | $114K | Sell |
13,561
-3,116
| -19% | -$26.1K | ﹤0.01% | 1034 |
|
|
2023
Q1 | $136K | Buy |
16,677
+3,367
| +25% | +$27.4K | ﹤0.01% | 1092 |
|
|
2022
Q4 | $106K | Buy |
+13,310
| New | +$106K | ﹤0.01% | 1021 |
|