HWMA
HLN icon

Heritage Wealth Management (Arizona)’s Haleon HLN Stock Holding History

Heritage Wealth Management (Arizona)’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
2024
Q2 		$700K Sell
84,803
-8,471
-9% -$70.8K 0.39% 60
2024
Q1 		$792K Sell
93,274
-3,035
-3% -$25.4K 0.4% 54
2023
Q4 		$793K Buy
+96,309
New +$794K 0.43% 52
2022
Q4 		$1.33K Buy
166
+80
+93% +$544 ﹤0.01% 1005
2022
Q3 		$1K Buy
+86
New +$557 ﹤0.01% 945

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