Caldwell Trust’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-30,000
|
|
||||
|
2025
Q1 | $309K | Hold |
30,000
|
|
||||
|
2024
Q4 | $286K | Hold |
30,000
|
|
||||
|
2024
Q3 | $317K | Hold |
30,000
|
|
||||
|
2024
Q2 | $248K | Sell |
30,000
-600
|
|
||||
|
2024
Q1 | $260K | Buy |
30,600
+30,000
|
|
||||
|
2023
Q4 | $4.94K | Hold |
600
|
|
||||
|
2023
Q3 | $5K | Sell |
600
-455
|
|
||||
|
2023
Q2 | $8.84K | Hold |
1,055
|
|
||||
|
2023
Q1 | $8.59K | Sell |
1,055
-352
|
|
||||
|
2022
Q4 | $11.3K | Hold |
1,407
|
|
||||
|
2022
Q3 | $8.57K | Buy |
+1,407
|
|