IHT Wealth Management’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $175K | Sell |
16,887
-1,640
| -9% | -$17K | ﹤0.01% | 1102 |
|
2025
Q1 | $191K | Sell |
18,527
-1,525
| -8% | -$15.7K | 0.01% | 1045 |
|
2024
Q4 | $191K | Sell |
20,052
-14,757
| -42% | -$141K | 0.01% | 1027 |
|
2024
Q3 | $370K | Buy |
34,809
+12,595
| +57% | +$134K | 0.01% | 825 |
|
2024
Q2 | $183K | Sell |
22,214
-3,546
| -14% | -$29.3K | 0.01% | 967 |
|
2024
Q1 | $219K | Buy |
25,760
+5,106
| +25% | +$43.3K | 0.01% | 909 |
|
2023
Q4 | $170K | Buy |
20,654
+1,511
| +8% | +$12.4K | 0.01% | 921 |
|
2023
Q3 | $159K | Buy |
19,143
+1,122
| +6% | +$9.35K | 0.01% | 898 |
|
2023
Q2 | $151K | Sell |
18,021
-1,322
| -7% | -$11.1K | 0.01% | 908 |
|
2023
Q1 | $157K | Sell |
19,343
-1,503
| -7% | -$12.2K | 0.01% | 879 |
|
2022
Q4 | $167K | Sell |
20,846
-904
| -4% | -$7.23K | 0.01% | 836 |
|
2022
Q3 | $132K | Buy |
+21,750
| New | +$132K | 0.01% | 808 |
|