CarsonAllaria Wealth Management’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.5K | Buy |
+3,612
| New | +$37.5K | 0.02% | 152 |
|
|
2023
Q4 | – | Sell |
-160
| Closed | -$1.33K | – | 367 |
|
|
2023
Q3 | $1.33K | Hold |
160
| – | – | ﹤0.01% | 324 |
|
|
2023
Q2 | $1.34K | Sell |
160
-3,935
| -96% | -$33K | ﹤0.01% | 339 |
|
|
2023
Q1 | $33.3K | Buy |
4,095
+1,541
| +60% | +$12.5K | 0.03% | 132 |
|
|
2022
Q4 | $20K | Sell |
2,554
-3,548
| -58% | -$27.8K | 0.02% | 152 |
|
|
2022
Q3 | $37K | Buy |
+6,102
| New | +$37K | 0.03% | 116 |
|