Cherry Tree 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 | $7.01K | Hold |
676
| – | – | ﹤0.01% | 450 |
|
|
2025
Q1 | $6.96K | Hold |
676
| – | – | ﹤0.01% | 486 |
|
|
2024
Q4 | $6.45K | Hold |
676
| – | – | ﹤0.01% | 459 |
|
|
2024
Q3 | $7.15K | Hold |
676
| – | – | ﹤0.01% | 454 |
|
|
2024
Q2 | $5.58K | Hold |
676
| – | – | ﹤0.01% | 450 |
|
|
2024
Q1 | $5.74K | Hold |
676
| – | – | ﹤0.01% | 426 |
|
|
2023
Q4 | $5.56K | Hold |
676
| – | – | ﹤0.01% | 420 |
|
|
2023
Q3 | $5.63K | Hold |
676
| – | – | ﹤0.01% | 392 |
|
|
2023
Q2 | $5.67K | Buy |
+676
| New | +$5.67K | ﹤0.01% | 388 |
|