Bogart Wealth LLC’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.35K | Sell |
709
-138
| -16% | -$1.43K | ﹤0.01% | 846 |
|
|
2025
Q1 | $8.72K | Buy |
847
+48
| +6% | +$494 | ﹤0.01% | 778 |
|
|
2024
Q4 | $7.63K | Buy |
799
+374
| +88% | +$3.57K | ﹤0.01% | 786 |
|
|
2024
Q3 | $4.5K | Hold |
425
| – | – | ﹤0.01% | 852 |
|
|
2024
Q2 | $3.51K | Buy |
425
+2
| +0.5% | +$17 | ﹤0.01% | 854 |
|
|
2024
Q1 | $3.59K | Hold |
423
| – | – | ﹤0.01% | 827 |
|
|
2023
Q4 | $3.48K | Hold |
423
| – | – | ﹤0.01% | 818 |
|
|
2023
Q3 | $3.52K | Sell |
423
-24
| -5% | -$200 | ﹤0.01% | 796 |
|
|
2023
Q2 | $3.75K | Sell |
447
-64
| -13% | -$536 | ﹤0.01% | 779 |
|
|
2023
Q1 | $4.16K | Sell |
511
-13
| -2% | -$106 | ﹤0.01% | 754 |
|
|
2022
Q4 | $4.19K | Hold |
524
| – | – | ﹤0.01% | 699 |
|
|
2022
Q3 | $3K | Buy |
+524
| New | +$3K | ﹤0.01% | 772 |
|