Cresset Asset 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 | $121K | Sell |
11,710
-5,224
| -31% | -$54.2K | ﹤0.01% | 1568 |
|
|
2025
Q1 | $174K | Sell |
16,934
-33,963
| -67% | -$349K | ﹤0.01% | 1526 |
|
|
2024
Q4 | $486K | Sell |
50,897
-163,280
| -76% | -$1.56M | ﹤0.01% | 1080 |
|
|
2024
Q3 | $2.27M | Buy |
214,177
+13,712
| +7% | +$145K | 0.01% | 731 |
|
|
2024
Q2 | $1.66M | Buy |
200,465
+43,535
| +28% | +$360K | 0.01% | 789 |
|
|
2024
Q1 | $1.35M | Buy |
156,930
+10,616
| +7% | +$91.2K | 0.01% | 832 |
|
|
2023
Q4 | $1.2M | Sell |
146,314
-3,174
| -2% | -$26.1K | 0.01% | 806 |
|
|
2023
Q3 | $1.25M | Buy |
149,488
+46,729
| +45% | +$391K | ﹤0.01% | 710 |
|
|
2023
Q2 | $861K | Buy |
+102,759
| New | +$861K | ﹤0.01% | 884 |
|