Choate Investment 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 | $243K | Sell |
23,443
-4,358
| -16% | -$45.2K | 0.01% | 368 |
|
|
2025
Q1 | $286K | Sell |
27,801
-639
| -2% | -$6.58K | 0.01% | 334 |
|
|
2024
Q4 | $271K | Buy |
28,440
+2,182
| +8% | +$20.8K | 0.01% | 345 |
|
|
2024
Q3 | $278K | Hold |
26,258
| – | – | 0.01% | 328 |
|
|
2024
Q2 | $217K | Sell |
26,258
-649
| -2% | -$5.36K | 0.01% | 351 |
|
|
2024
Q1 | $228K | Sell |
26,907
-1,890
| -7% | -$16K | 0.01% | 375 |
|
|
2023
Q4 | $237K | Sell |
28,797
-28
| -0.1% | -$230 | 0.01% | 340 |
|
|
2023
Q3 | $240K | Buy |
28,825
+3,501
| +14% | +$29.2K | 0.01% | 322 |
|
|
2023
Q2 | $212K | Sell |
25,324
-2,966
| -10% | -$24.9K | 0.01% | 279 |
|
|
2023
Q1 | $230K | Hold |
28,290
| – | – | 0.01% | 250 |
|
|
2022
Q4 | $226K | Buy |
+28,290
| New | +$226K | 0.01% | 252 |
|