Evergreen Capital 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 | $648K | Buy |
62,530
+10,591
| +20% | +$110K | 0.02% | 467 |
|
|
2025
Q1 | $534K | Buy |
51,939
+12,540
| +32% | +$129K | 0.02% | 481 |
|
|
2024
Q4 | $376K | Buy |
39,399
+4,714
| +14% | +$45K | 0.01% | 623 |
|
|
2024
Q3 | $367K | Buy |
34,685
+2,409
| +7% | +$25.5K | 0.01% | 630 |
|
|
2024
Q2 | $267K | Sell |
32,276
-5,914
| -15% | -$48.9K | 0.01% | 708 |
|
|
2024
Q1 | $324K | Buy |
38,190
+7,482
| +24% | +$63.5K | 0.01% | 596 |
|
|
2023
Q4 | $253K | Buy |
30,708
+336
| +1% | +$2.77K | 0.01% | 671 |
|
|
2023
Q3 | $254K | Hold |
30,372
| – | – | 0.01% | 620 |
|
|
2023
Q2 | $255K | Buy |
30,372
+612
| +2% | +$5.13K | 0.01% | 623 |
|
|
2023
Q1 | $243K | Buy |
29,760
+1,325
| +5% | +$10.8K | 0.01% | 586 |
|
|
2022
Q4 | $227K | Buy |
28,435
+8,581
| +43% | +$68.6K | 0.01% | 566 |
|
|
2022
Q3 | $121K | Buy |
+19,854
| New | +$121K | 0.01% | 590 |
|