Holistic Financial Partners’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $136K | Sell |
13,124
-255
| -2% | -$2.64K | 0.06% | 123 |
|
|
2025
Q1 | $138K | Buy |
13,379
+1,172
| +10% | +$12.1K | 0.07% | 117 |
|
|
2024
Q4 | $116K | Buy |
12,207
+1,518
| +14% | +$14.5K | 0.06% | 118 |
|
|
2024
Q3 | $113K | Buy |
10,689
+213
| +2% | +$2.25K | 0.05% | 116 |
|
|
2024
Q2 | $86.5K | Sell |
10,476
-1,465
| -12% | -$12.1K | 0.04% | 116 |
|
|
2024
Q1 | $101K | Buy |
+11,941
| New | +$101K | 0.05% | 132 |
|