Cardiff Park Advisors’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $154K | Hold |
14,885
| – | – | 0.01% | 268 |
|
|
2025
Q1 | $153K | Hold |
14,885
| – | – | 0.01% | 267 |
|
|
2024
Q4 | $142K | Hold |
14,885
| – | – | 0.01% | 264 |
|
|
2024
Q3 | $157K | Hold |
14,885
| – | – | 0.01% | 259 |
|
|
2024
Q2 | $123K | Hold |
14,885
| – | – | 0.01% | 259 |
|
|
2024
Q1 | $126K | Sell |
14,885
-76
| -0.5% | -$645 | 0.01% | 278 |
|
|
2023
Q4 | $123K | Hold |
14,961
| – | – | 0.01% | 255 |
|
|
2023
Q3 | $125K | Buy |
+14,961
| New | +$125K | 0.02% | 231 |
|
|
2022
Q4 | – | Sell |
-13,760
| Closed | -$84K | – | 318 |
|
|
2022
Q3 | $84K | Buy |
+13,760
| New | +$84K | 0.01% | 260 |
|