Forum Financial Management’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
$288K Buy
2025
Q2
$318K Sell
2025
Q1
$316K Sell
2024
Q4
$293K Buy
2024
Q3
$213K Buy
2024
Q2
$166K Buy
2024
Q1
$170K Hold
2023
Q4
$165K Buy
2023
Q3
$97.9K Buy
2023
Q2
$94K Sell
2023
Q1
$91.4K Sell
2022
Q4
$89.8K Buy
2022
Q3
$67K Buy