EverSource Wealth Advisors’s Haleon HLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $482K | Buy |
46,434
+24,960
| +116% | +$259K | 0.02% | 467 |
|
|
2025
Q1 | $221K | Buy |
21,474
+6,873
| +47% | +$70.7K | 0.01% | 622 |
|
|
2024
Q4 | $139K | Buy |
14,601
+2,747
| +23% | +$26.2K | 0.01% | 803 |
|
|
2024
Q3 | $125K | Sell |
11,854
-4,813
| -29% | -$50.9K | 0.01% | 716 |
|
|
2024
Q2 | $153K | Buy |
16,667
+463
| +3% | +$4.24K | 0.01% | 650 |
|
|
2024
Q1 | $138K | Buy |
16,204
+1,962
| +14% | +$16.7K | 0.01% | 602 |
|
|
2023
Q4 | $117K | Buy |
14,242
+417
| +3% | +$3.43K | 0.01% | 583 |
|
|
2023
Q3 | $115K | Buy |
13,825
+330
| +2% | +$2.75K | 0.01% | 520 |
|
|
2023
Q2 | $113K | Buy |
13,495
+62
| +0.5% | +$520 | 0.01% | 535 |
|
|
2023
Q1 | $109K | Sell |
13,433
-94
| -0.7% | -$765 | 0.01% | 515 |
|
|
2022
Q4 | $108K | Buy |
13,527
+3,802
| +39% | +$30.4K | 0.02% | 483 |
|
|
2022
Q3 | $60K | Buy |
+9,725
| New | +$60K | 0.01% | 588 |
|