HHM Wealth Advisors’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $612 | Sell |
59
-100
| -63% | -$1.04K | ﹤0.01% | 826 |
|
2025
Q1 | $1.64K | Hold |
159
| – | – | ﹤0.01% | 780 |
|
2024
Q4 | $1.52K | Sell |
159
-100
| -39% | -$954 | ﹤0.01% | 786 |
|
2024
Q3 | $2.74K | Sell |
259
-250
| -49% | -$2.65K | ﹤0.01% | 698 |
|
2024
Q2 | $4.21K | Buy |
509
+450
| +763% | +$3.72K | ﹤0.01% | 649 |
|
2024
Q1 | $501 | Hold |
59
| – | – | ﹤0.01% | 710 |
|
2023
Q4 | $486 | Hold |
59
| – | – | ﹤0.01% | 711 |
|
2023
Q3 | $492 | Hold |
59
| – | – | ﹤0.01% | 753 |
|
2023
Q2 | $495 | Hold |
59
| – | – | ﹤0.01% | 770 |
|
2023
Q1 | $481 | Hold |
59
| – | – | ﹤0.01% | 793 |
|
2022
Q4 | $472 | Sell |
59
-17
| -22% | -$136 | ﹤0.01% | 669 |
|
2022
Q3 | $0 | Buy |
+76
| New | – | ﹤0.01% | 727 |
|