Creative Planning’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.71M | Buy |
454,621
+64,021
| +16% | +$664K | ﹤0.01% | 786 |
|
|
2025
Q1 | $4.02M | Buy |
390,600
+31,596
| +9% | +$325K | ﹤0.01% | 798 |
|
|
2024
Q4 | $3.42M | Buy |
359,004
+73,777
| +26% | +$704K | ﹤0.01% | 827 |
|
|
2024
Q3 | $3.02M | Buy |
285,227
+37,566
| +15% | +$397K | ﹤0.01% | 859 |
|
|
2024
Q2 | $2.05M | Sell |
247,661
-363
| -0.1% | -$3K | ﹤0.01% | 972 |
|
|
2024
Q1 | $2.11M | Buy |
248,024
+7,744
| +3% | +$65.7K | ﹤0.01% | 940 |
|
|
2023
Q4 | $1.98M | Buy |
240,280
+5,093
| +2% | +$41.9K | ﹤0.01% | 919 |
|
|
2023
Q3 | $1.96M | Buy |
235,187
+396
| +0.2% | +$3.3K | ﹤0.01% | 851 |
|
|
2023
Q2 | $1.97M | Buy |
234,791
+8,444
| +4% | +$70.8K | ﹤0.01% | 822 |
|
|
2023
Q1 | $1.84M | Buy |
226,347
+84
| +0% | +$684 | ﹤0.01% | 805 |
|
|
2022
Q4 | $1.81M | Buy |
226,263
+20,694
| +10% | +$166K | ﹤0.01% | 782 |
|
|
2022
Q3 | $1.25M | Buy |
+205,569
| New | +$1.25M | ﹤0.01% | 864 |
|