Cornerstone Planning Group’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.1K | Buy |
765
+53
| +7% | +$492 | ﹤0.01% | 638 |
|
|
2025
Q1 | $7.28K | Buy |
712
+58
| +9% | +$593 | ﹤0.01% | 638 |
|
|
2024
Q4 | $6.27K | Buy |
654
+151
| +30% | +$1.45K | ﹤0.01% | 532 |
|
|
2024
Q3 | $4.98K | Buy |
503
+33
| +7% | +$327 | ﹤0.01% | 569 |
|
|
2024
Q2 | $4.47K | Buy |
470
+219
| +87% | +$2.08K | ﹤0.01% | 602 |
|
|
2024
Q1 | $2.08K | Hold |
251
| – | – | ﹤0.01% | 660 |
|
|
2023
Q4 | $2.07K | Hold |
251
| – | – | ﹤0.01% | 629 |
|
|
2023
Q3 | $2.09K | Sell |
251
-775
| -76% | -$6.46K | ﹤0.01% | 650 |
|
|
2023
Q2 | $8.6K | Buy |
+1,026
| New | +$8.6K | ﹤0.01% | 726 |
|
|
2022
Q4 | $9.66K | Buy |
+1,226
| New | +$9.66K | ﹤0.01% | 665 |
|