Compass 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 | – | Sell |
-455
| Closed | -$4.68K | – | 259 |
|
|
2025
Q1 | $4.68K | Hold |
455
| – | – | ﹤0.01% | 383 |
|
|
2024
Q4 | $4.34K | Hold |
455
| – | – | ﹤0.01% | 369 |
|
|
2024
Q3 | $4.81K | Hold |
455
| – | – | ﹤0.01% | 370 |
|
|
2024
Q2 | $3.76K | Hold |
455
| – | – | ﹤0.01% | 380 |
|
|
2024
Q1 | $3.86K | Hold |
455
| – | – | ﹤0.01% | 368 |
|
|
2023
Q4 | $3.75K | Hold |
455
| – | – | ﹤0.01% | 360 |
|
|
2023
Q3 | $3.79K | Buy |
+455
| New | +$3.79K | ﹤0.01% | 371 |
|