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