Heritage Family Offices’s Haleon HLN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$839K	Hold	81,912	–	–	0.42%	59
2025 Q1	$843K	Sell	81,912 -9,402	-10%	-$96.7K	0.43%	58
2024 Q4	$871K	Buy	91,314 +6,311	+7%	+$60.2K	0.43%	54
2024 Q3	$899K	Buy	85,003 +200	+0.2%	+$2.12K	0.46%	46
2024 Q2	$700K	Buy	+84,803	New	+$700K	0.39%	60