CIA
Concurrent Investment Advisors’s Haleon HLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $166K | Sell |
16,006
-357
| -2% | -$3.7K | ﹤0.01% | 1286 |
|
|
2025
Q1 | $168K | Buy |
16,363
+4,055
| +33% | +$41.7K | ﹤0.01% | 1144 |
|
|
2024
Q4 | $117K | Sell |
12,308
-372
| -3% | -$3.55K | ﹤0.01% | 1020 |
|
|
2024
Q3 | $134K | Sell |
12,680
-4,226
| -25% | -$44.7K | ﹤0.01% | 972 |
|
|
2024
Q2 | $140K | Buy |
16,906
+1,635
| +11% | +$13.5K | ﹤0.01% | 899 |
|
|
2024
Q1 | $130K | Buy |
15,271
+402
| +3% | +$3.41K | 0.01% | 835 |
|
|
2023
Q4 | $122K | Buy |
+14,869
| New | +$122K | 0.01% | 801 |
|