Envestnet Portfolio Solutions’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $940K | Sell |
90,609
-3,520
| -4% | -$36.5K | ﹤0.01% | 814 |
|
2025
Q1 | $969K | Sell |
94,129
-85,767
| -48% | -$883K | ﹤0.01% | 803 |
|
2024
Q4 | $1.72M | Sell |
179,896
-4,629
| -3% | -$44.2K | 0.01% | 715 |
|
2024
Q3 | $1.95M | Sell |
184,525
-4,284
| -2% | -$45.3K | 0.01% | 664 |
|
2024
Q2 | $1.56M | Sell |
188,809
-52,732
| -22% | -$436K | 0.01% | 715 |
|
2024
Q1 | $2.05M | Buy |
241,541
+48,630
| +25% | +$413K | 0.01% | 631 |
|
2023
Q4 | $1.59M | Buy |
192,911
+17,285
| +10% | +$142K | 0.01% | 655 |
|
2023
Q3 | $1.46M | Buy |
+175,626
| New | +$1.46M | 0.01% | 644 |
|