Defined Wealth 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 | $306K | Buy |
29,484
+158
| +0.5% | +$1.64K | 0.19% | 93 |
|
|
2025
Q1 | $302K | Buy |
29,326
+12
| +0% | +$123 | 0.2% | 94 |
|
|
2024
Q4 | $280K | Buy |
29,314
+102
| +0.3% | +$973 | 0.19% | 97 |
|
|
2024
Q3 | $309K | Buy |
29,212
+20
| +0.1% | +$212 | 0.2% | 96 |
|
|
2024
Q2 | $241K | Buy |
29,192
+183
| +0.6% | +$1.51K | 0.17% | 100 |
|
|
2024
Q1 | $246K | Buy |
29,009
+1,590
| +6% | +$13.5K | 0.18% | 98 |
|
|
2023
Q4 | $226K | Buy |
27,419
+2,798
| +11% | +$23K | 0.17% | 98 |
|
|
2023
Q3 | $205K | Buy |
24,621
+48
| +0.2% | +$400 | 0.17% | 99 |
|
|
2023
Q2 | $206K | Buy |
24,573
+8
| +0% | +$67 | 0.17% | 98 |
|
|
2023
Q1 | $200K | Hold |
24,565
| – | – | 0.19% | 97 |
|
|
2022
Q4 | $197K | Buy |
+24,565
| New | +$197K | 0.18% | 101 |
|