Independent Advisor Alliance’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Buy |
29,225
+4,932
| +20% | +$51.1K | 0.01% | 719 |
|
|
2025
Q1 | $250K | Sell |
24,293
-3,030
| -11% | -$31.2K | 0.01% | 706 |
|
|
2024
Q4 | $261K | Buy |
27,323
+12,044
| +79% | +$115K | ﹤0.01% | 1191 |
|
|
2024
Q3 | $162K | Sell |
15,279
-267
| -2% | -$2.83K | 0.01% | 673 |
|
|
2024
Q2 | $128K | Buy |
15,546
+405
| +3% | +$3.35K | ﹤0.01% | 676 |
|
|
2024
Q1 | $129K | Sell |
15,141
-512
| -3% | -$4.35K | ﹤0.01% | 670 |
|
|
2023
Q4 | $129K | Buy |
+15,653
| New | +$129K | ﹤0.01% | 652 |
|
|
2023
Q3 | – | Sell |
-11,162
| Closed | -$93.5K | – | 670 |
|
|
2023
Q2 | $93.5K | Sell |
11,162
-1,662
| -13% | -$13.9K | ﹤0.01% | 643 |
|
|
2023
Q1 | $104K | Buy |
12,824
+201
| +2% | +$1.64K | 0.01% | 635 |
|
|
2022
Q4 | $101 | Sell |
12,623
-16,355
| -56% | -$131 | ﹤0.01% | 395 |
|
|
2022
Q3 | $176K | Buy |
+28,978
| New | +$176K | 0.01% | 584 |
|