Cape Investment Advisory’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.74K | Hold |
650
| – | – | ﹤0.01% | 702 |
|
|
2025
Q1 | $6.69K | Hold |
650
| – | – | ﹤0.01% | 680 |
|
|
2024
Q4 | $6.2K | Buy |
650
+150
| +30% | +$1.43K | ﹤0.01% | 689 |
|
|
2024
Q3 | $5.29K | Sell |
500
-147
| -23% | -$1.56K | ﹤0.01% | 689 |
|
|
2024
Q2 | $5.34K | Hold |
647
| – | – | ﹤0.01% | 649 |
|
|
2024
Q1 | $5.49K | Buy |
647
+45
| +7% | +$382 | ﹤0.01% | 632 |
|
|
2023
Q4 | $4.95K | Hold |
602
| – | – | ﹤0.01% | 780 |
|
|
2023
Q3 | $5.02K | Hold |
602
| – | – | ﹤0.01% | 672 |
|
|
2023
Q2 | $5.05K | Sell |
602
-7,592
| -93% | -$63.6K | ﹤0.01% | 653 |
|
|
2023
Q1 | $66.7K | Buy |
+8,194
| New | +$66.7K | 0.04% | 232 |
|