Heritage Family Offices’s Haleon HLN Stock Holding History

Heritage Family Offices’s Portfolio HLN Stock Details HLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$705K	Sell
2025 Q2	$839K	Hold
2025 Q1	$843K	Sell
2024 Q4	$871K	Buy
2024 Q3	$899K	Buy
2024 Q2	$700K	Buy