Beacon Pointe Advisors’s Haleon HLN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$139K Sell
2025
Q1
$270K Buy
2024
Q4
$145K Buy
2024
Q3
$156K Sell
2024
Q2
$149K Buy
2024
Q1
$134K Buy
2023
Q4
$120K Buy
2023
Q3
$116K Buy
2023
Q2
$114K Sell
2023
Q1
$136K Buy
2022
Q4
$106K Buy