Excalibur 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 | $112K | Sell |
10,847
-2
| -0% | -$21 | 0.04% | 162 |
|
|
2025
Q1 | $112K | Sell |
10,849
-10
| -0.1% | -$103 | 0.04% | 164 |
|
|
2024
Q4 | $104K | Sell |
10,859
-17
| -0.2% | -$162 | 0.04% | 163 |
|
|
2024
Q3 | $115K | Sell |
10,876
-147
| -1% | -$1.56K | 0.04% | 164 |
|
|
2024
Q2 | $91.1K | Sell |
11,023
-25
| -0.2% | -$207 | 0.04% | 161 |
|
|
2024
Q1 | $93.8K | Sell |
11,048
-400
| -3% | -$3.4K | 0.04% | 160 |
|
|
2023
Q4 | $94.2K | Sell |
11,448
-225
| -2% | -$1.85K | 0.04% | 156 |
|
|
2023
Q3 | $97.2K | Sell |
11,673
-400
| -3% | -$3.33K | 0.05% | 149 |
|
|
2023
Q2 | $101K | Sell |
12,073
-825
| -6% | -$6.91K | 0.05% | 147 |
|
|
2023
Q1 | $105K | Sell |
12,898
-260
| -2% | -$2.12K | 0.05% | 149 |
|
|
2022
Q4 | $105K | Sell |
13,158
-100
| -0.8% | -$800 | 0.06% | 146 |
|
|
2022
Q3 | $81K | Buy |
+13,258
| New | +$81K | 0.05% | 142 |
|