Cape Investment Advisory’s Haleon HLN Stock Holding History

Cape Investment Advisory’s Portfolio HLN Stock Details HLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.74K	Hold
2025 Q1	$6.69K	Hold
2024 Q4	$6.2K	Buy
2024 Q3	$5.29K	Sell
2024 Q2	$5.34K	Hold
2024 Q1	$5.49K	Buy
2023 Q4	$4.95K	Hold
2023 Q3	$5.01K	Hold
2023 Q2	$5.04K	Sell
2023 Q1	$66.7K	Buy