Forum Financial 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 | $318K | Sell |
30,629
-43
| -0.1% | -$446 | ﹤0.01% | 640 |
|
|
2025
Q1 | $316K | Sell |
30,672
-33
| -0.1% | -$340 | 0.01% | 568 |
|
|
2024
Q4 | $293K | Buy |
30,705
+10,530
| +52% | +$100K | ﹤0.01% | 631 |
|
|
2024
Q3 | $213K | Buy |
20,175
+88
| +0.4% | +$931 | ﹤0.01% | 693 |
|
|
2024
Q2 | $166K | Buy |
20,087
+12
| +0.1% | +$99 | ﹤0.01% | 684 |
|
|
2024
Q1 | $170K | Hold |
20,075
| – | – | ﹤0.01% | 714 |
|
|
2023
Q4 | $165K | Buy |
20,075
+8,322
| +71% | +$68.5K | ﹤0.01% | 660 |
|
|
2023
Q3 | $97.9K | Buy |
11,753
+537
| +5% | +$4.47K | ﹤0.01% | 620 |
|
|
2023
Q2 | $94K | Sell |
11,216
-10
| -0.1% | -$84 | ﹤0.01% | 644 |
|
|
2023
Q1 | $91.4K | Sell |
11,226
-2
| -0% | -$16 | ﹤0.01% | 603 |
|
|
2022
Q4 | $89.8K | Buy |
11,228
+218
| +2% | +$1.74K | ﹤0.01% | 578 |
|
|
2022
Q3 | $67K | Buy |
+11,010
| New | +$67K | ﹤0.01% | 527 |
|