Glass Jacobson Investment Advisors’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-41
| Closed | -$392 | – | 674 |
|
|
2025
Q1 | $392 | Hold |
41
| – | – | ﹤0.01% | 816 |
|
|
2024
Q4 | $392 | Hold |
41
| – | – | ﹤0.01% | 816 |
|
|
2024
Q3 | $434 | Hold |
41
| – | – | ﹤0.01% | 736 |
|
|
2024
Q2 | $339 | Hold |
41
| – | – | ﹤0.01% | 735 |
|
|
2024
Q1 | $349 | Hold |
41
| – | – | ﹤0.01% | 725 |
|
|
2023
Q4 | $338 | Hold |
41
| – | – | ﹤0.01% | 690 |
|
|
2023
Q3 | $342 | Hold |
41
| – | – | ﹤0.01% | 776 |
|
|
2023
Q2 | $344 | Buy |
+41
| New | +$344 | ﹤0.01% | 771 |
|
|
2022
Q4 | $768 | Buy |
+96
| New | +$768 | ﹤0.01% | 756 |
|