Caldwell Sutter Capital’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5K | Sell |
1,009
-53
| -5% | -$550 | ﹤0.01% | 528 |
|
|
2025
Q1 | $10.9K | Sell |
1,062
-104
| -9% | -$1.07K | 0.01% | 528 |
|
|
2024
Q4 | $11.1K | Hold |
1,166
| – | – | 0.01% | 538 |
|
|
2024
Q3 | $12.3K | Sell |
1,166
-425
| -27% | -$4.5K | 0.01% | 537 |
|
|
2024
Q2 | $13.1K | Sell |
1,591
-1,125
| -41% | -$9.29K | 0.01% | 527 |
|
|
2024
Q1 | $23.1K | Sell |
2,716
-773
| -22% | -$6.56K | 0.01% | 457 |
|
|
2023
Q4 | $28.7K | Sell |
3,489
-959
| -22% | -$7.89K | 0.01% | 412 |
|
|
2023
Q3 | $37.1K | Sell |
4,448
-4,057
| -48% | -$33.8K | 0.02% | 361 |
|
|
2023
Q2 | $71.3K | Buy |
8,505
+4,016
| +89% | +$33.7K | 0.04% | 292 |
|
|
2023
Q1 | $36.5K | Buy |
+4,489
| New | +$36.5K | 0.03% | 276 |
|