Carson Wealth (CWM LLC)’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $194K | Sell |
|
|||||
|
2025
Q2 | $237K | Sell |
|
|||||
|
2025
Q1 | $243K | Sell |
|
|||||
|
2024
Q4 | $234K | Sell |
|
|||||
|
2024
Q3 | $264K | Buy |
|
|||||
|
2024
Q2 | $182K | Buy |
|
|||||
|
2024
Q1 | $167K | Buy |
|
|||||
|
2023
Q4 | $153K | Buy |
|
|||||
|
2023
Q3 | $137K | Buy |
|
|||||
|
2023
Q2 | $136K | Sell |
|
|||||
|
2023
Q1 | $139K | Buy |
|
|||||
|
2022
Q4 | $117K | Sell |
|
|||||
|
2022
Q3 | $95K | Buy |
|