IMA Advisory Services’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $809 | Hold |
78
| – | – | ﹤0.01% | 363 |
|
|
2025
Q1 | $802 | Buy |
+78
| New | +$802 | ﹤0.01% | 335 |
|
|
2024
Q4 | – | Sell |
-78
| Closed | -$825 | – | 222 |
|
|
2024
Q3 | $825 | Buy |
+78
| New | +$825 | ﹤0.01% | 256 |
|
|
2023
Q4 | – | Sell |
-78
| Closed | -$654 | – | 154 |
|
|
2023
Q3 | $654 | Sell |
78
-78
| -50% | -$654 | ﹤0.01% | 279 |
|
|
2023
Q2 | $1.31K | Hold |
156
| – | – | ﹤0.01% | 280 |
|
|
2023
Q1 | $1.28K | Hold |
156
| – | – | ﹤0.01% | 286 |
|
|
2022
Q4 | $1.25K | Hold |
156
| – | – | ﹤0.01% | 310 |
|
|
2022
Q3 | $1K | Buy |
+156
| New | +$1K | ﹤0.01% | 310 |
|