Benjamin Edwards Inc’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
100,512
+21,761
| +28% | +$226K | 0.01% | 616 |
|
|
2025
Q1 | $810K | Sell |
78,751
-5,709
| -7% | -$58.7K | 0.01% | 643 |
|
|
2024
Q4 | $806K | Buy |
84,460
+8,409
| +11% | +$80.2K | 0.01% | 681 |
|
|
2024
Q3 | $805K | Buy |
+76,051
| New | +$805K | 0.01% | 651 |
|
|
2024
Q1 | – | Sell |
-150
| Closed | -$1K | – | 730 |
|
|
2023
Q4 | $1K | Buy |
+150
| New | +$1K | ﹤0.01% | 628 |
|
|
2023
Q3 | – | Sell |
-142
| Closed | -$1K | – | 657 |
|
|
2023
Q2 | $1K | Hold |
142
| – | – | ﹤0.01% | 656 |
|
|
2023
Q1 | $1K | Sell |
142
-148
| -51% | -$1.04K | ﹤0.01% | 680 |
|
|
2022
Q4 | $2K | Hold |
290
| – | – | ﹤0.01% | 682 |
|
|
2022
Q3 | $2K | Buy |
+290
| New | +$2K | ﹤0.01% | 658 |
|