CWM
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Congress Wealth Management’s Haleon HLN Stock Holding History

Congress Wealth Management’s Portfolio HLN Stock Details HLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$260K Buy
25,075
+2,601
+12% +$27K ﹤0.01% 1103
2025
Q1 		$230K Buy
+22,474
New +$230K ﹤0.01% 1006