Concord Wealth Partners’s Haleon HLN Stock Holding History

Concord Wealth Partners’s Portfolio HLN Stock Details HLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$519	Hold
2025 Q1	$515	Buy
2024 Q4	–	Sell
2024 Q3	$2.05K	Buy
2023 Q4	–	Sell
2023 Q3	$2.88K	Hold
2023 Q2	$2.9K	Hold
2023 Q1	$2.82K	Hold
2022 Q4	$2.77K	Buy