Clearstead 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 | $265K | Buy |
25,570
+878
| +4% | +$9.11K | ﹤0.01% | 808 |
|
|
2025
Q1 | $254K | Buy |
24,692
+220
| +0.9% | +$2.26K | ﹤0.01% | 752 |
|
|
2024
Q4 | $233K | Sell |
24,472
-514
| -2% | -$4.9K | ﹤0.01% | 811 |
|
|
2024
Q3 | $264K | Sell |
24,986
-1,513
| -6% | -$16K | ﹤0.01% | 761 |
|
|
2024
Q2 | $219K | Buy |
26,499
+16,623
| +168% | +$137K | ﹤0.01% | 795 |
|
|
2024
Q1 | $81.5K | Buy |
9,876
+4,596
| +87% | +$37.9K | ﹤0.01% | 645 |
|
|
2023
Q4 | $43.5K | Sell |
5,280
-3,584
| -40% | -$29.5K | ﹤0.01% | 776 |
|
|
2023
Q3 | $73.8K | Buy |
8,864
+4,432
| +100% | +$36.9K | ﹤0.01% | 804 |
|
|
2023
Q2 | $37.1K | Buy |
4,432
+965
| +28% | +$8.09K | ﹤0.01% | 784 |
|
|
2023
Q1 | $28.2K | Hold |
3,467
| – | – | ﹤0.01% | 785 |
|
|
2022
Q4 | $27.7K | Sell |
3,467
-1,720
| -33% | -$13.8K | ﹤0.01% | 738 |
|
|
2022
Q3 | $32K | Buy |
+5,187
| New | +$32K | ﹤0.01% | 692 |
|