Exencial Wealth Advisors’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.72M | Sell |
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|
2025
Q2 | $2.09M | Sell |
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|
2025
Q1 | $2.09M | Sell |
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|
2024
Q4 | $10M | Sell |
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|
2024
Q3 | $11.3M | Sell |
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|
2024
Q2 | $9.02M | Sell |
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|
2024
Q1 | $9.38M | Sell |
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|
2023
Q4 | $9.1M | Buy |
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|
2023
Q3 | $8.99M | Buy |
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|
2023
Q2 | $8.73M | Buy |
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|
2023
Q1 | $350K | Sell |
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|
2022
Q4 | $385K | Sell |
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|
2022
Q3 | $315K | Buy |
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