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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	$700K	Sell	84,803 -8,471	-9%	-$70K	0.39%	60
2024 Q1	$792K	Sell	93,274 -3,035	-3%	-$25.8K	0.4%	54
2023 Q4	$793K	Buy	+96,309	New	+$793K	0.43%	52
2022 Q4	$1.33K	Buy	166 +80	+93%	+$640	﹤0.01%	1005
2022 Q3	$1K	Buy	+86	New	+$1K	﹤0.01%	945