Concord Wealth Partners’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $519 | Hold |
50
| – | – | ﹤0.01% | 787 |
|
|
2025
Q1 | $515 | Buy |
+50
| New | +$515 | ﹤0.01% | 758 |
|
|
2024
Q4 | – | Sell |
-194
| Closed | -$2.05K | – | 955 |
|
|
2024
Q3 | $2.05K | Buy |
+194
| New | +$2.05K | ﹤0.01% | 741 |
|
|
2023
Q4 | – | Sell |
-346
| Closed | -$2.88K | – | 910 |
|
|
2023
Q3 | $2.88K | Hold |
346
| – | – | ﹤0.01% | 810 |
|
|
2023
Q2 | $2.9K | Hold |
346
| – | – | ﹤0.01% | 809 |
|
|
2023
Q1 | $2.82K | Hold |
346
| – | – | ﹤0.01% | 766 |
|
|
2022
Q4 | $2.77K | Buy |
+346
| New | +$2.77K | ﹤0.01% | 882 |
|