GeoWealth 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 | $46.6K | Buy |
+4,492
| New | +$46.6K | ﹤0.01% | 951 |
|
|
2025
Q1 | – | Sell |
-9,876
| Closed | -$94.2K | – | 1385 |
|
|
2024
Q4 | $94.2K | Buy |
9,876
+3,975
| +67% | +$37.9K | ﹤0.01% | 988 |
|
|
2024
Q3 | $62.4K | Buy |
+5,901
| New | +$62.4K | ﹤0.01% | 1015 |
|
|
2024
Q2 | – | Sell |
-3,561
| Closed | -$30.2K | – | 899 |
|
|
2024
Q1 | $30.2K | Sell |
3,561
-932
| -21% | -$7.91K | ﹤0.01% | 819 |
|
|
2023
Q4 | $37K | Buy |
+4,493
| New | +$37K | ﹤0.01% | 635 |
|