DWM
Drive Wealth Management’s Haleon HLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $773K | Buy |
74,517
+60,675
| +438% | +$629K | 0.17% | 115 |
|
|
2025
Q1 | $142K | Sell |
13,842
-3,356
| -20% | -$34.5K | 0.03% | 309 |
|
|
2024
Q4 | $164K | Buy |
+17,198
| New | +$164K | 0.04% | 320 |
|
|
2023
Q4 | – | Sell |
-10,790
| Closed | -$90.4K | – | 311 |
|
|
2023
Q3 | $90.4K | Sell |
10,790
-4,463
| -29% | -$37.4K | 0.03% | 265 |
|
|
2023
Q2 | $128K | Sell |
15,253
-1,610
| -10% | -$13.5K | 0.05% | 263 |
|
|
2023
Q1 | $138K | Sell |
16,863
-2,246
| -12% | -$18.4K | 0.06% | 269 |
|
|
2022
Q4 | $153K | Buy |
+19,109
| New | +$153K | 0.08% | 232 |
|