Confluence Investment 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 | $875K | Buy |
84,413
+2,740
| +3% | +$28.4K | 0.01% | 217 |
|
|
2025
Q1 | $840K | Buy |
81,673
+838
| +1% | +$8.62K | 0.01% | 220 |
|
|
2024
Q4 | $771K | Buy |
80,835
+269
| +0.3% | +$2.57K | 0.01% | 220 |
|
|
2024
Q3 | $852K | Sell |
80,566
-3,128
| -4% | -$33.1K | 0.01% | 220 |
|
|
2024
Q2 | $691K | Buy |
83,694
+1,623
| +2% | +$13.4K | 0.01% | 226 |
|
|
2024
Q1 | $697K | Sell |
82,071
-33
| -0% | -$280 | 0.01% | 227 |
|
|
2023
Q4 | $676K | Sell |
82,104
-3,622
| -4% | -$29.8K | 0.01% | 220 |
|
|
2023
Q3 | $714K | Hold |
85,726
| – | – | 0.01% | 206 |
|
|
2023
Q2 | $718K | Buy |
+85,726
| New | +$718K | 0.01% | 205 |
|