Briaud Financial Planning’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5K | Hold |
508
| – | – | ﹤0.01% | 277 |
|
|
2025
Q1 | $5K | Hold |
508
| – | – | ﹤0.01% | 159 |
|
|
2024
Q4 | $4K | Hold |
508
| – | – | ﹤0.01% | 165 |
|
|
2024
Q3 | $5K | Hold |
508
| – | – | ﹤0.01% | 117 |
|
|
2024
Q2 | $4K | Hold |
508
| – | – | ﹤0.01% | 118 |
|
|
2024
Q1 | $5K | Buy |
+508
| New | +$5K | ﹤0.01% | 106 |
|
|
2023
Q4 | – | Sell |
-508
| Closed | -$4K | – | 82 |
|
|
2023
Q3 | $4K | Buy |
+508
| New | +$4K | ﹤0.01% | 121 |
|