Icon 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
Q1 | – | Sell |
-14,791
| Closed | -$141K | – | 503 |
|
|
2024
Q4 | $141K | Sell |
14,791
-7,924
| -35% | -$75.6K | 0.01% | 440 |
|
|
2024
Q3 | $240K | Sell |
22,715
-11,781
| -34% | -$125K | 0.02% | 324 |
|
|
2024
Q2 | $316K | Sell |
34,496
-1,508
| -4% | -$13.8K | 0.03% | 274 |
|
|
2024
Q1 | $306K | Buy |
36,004
+12,841
| +55% | +$109K | 0.03% | 278 |
|
|
2023
Q4 | $191K | Buy |
+23,163
| New | +$191K | 0.02% | 329 |
|
|
2022
Q4 | $177K | Buy |
+22,113
| New | +$177K | 0.02% | 312 |
|