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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$700K Sell
2024
Q1
$792K Sell
2023
Q4
$793K Buy
2022
Q4
$1.33K Buy
2022
Q3
$1K Buy