Bison Wealth’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,136
| Closed | -$118K | – | 366 |
|
|
2024
Q3 | $118K | Hold |
11,136
| – | – | 0.02% | 404 |
|
|
2024
Q2 | $94.5K | Hold |
11,136
| – | – | 0.02% | 406 |
|
|
2024
Q1 | $94.5K | Hold |
11,136
| – | – | 0.02% | 408 |
|
|
2023
Q4 | $91.6K | Sell |
11,136
-2,392
| -18% | -$19.7K | 0.02% | 393 |
|
|
2023
Q3 | $113K | Hold |
13,528
| – | – | 0.02% | 380 |
|
|
2023
Q2 | $113K | Hold |
13,528
| – | – | 0.02% | 370 |
|
|
2023
Q1 | $118K | Hold |
13,528
| – | – | 0.04% | 247 |
|
|
2022
Q4 | $108K | Sell |
13,528
-487
| -3% | -$3.9K | 0.03% | 262 |
|
|
2022
Q3 | $85K | Buy |
+14,015
| New | +$85K | 0.03% | 245 |
|