Integrated Wealth Concepts’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $118K | Sell |
11,348
-1,403
| -11% | -$14.5K | ﹤0.01% | 1818 |
|
|
2025
Q1 | $131K | Sell |
12,751
-5,493
| -30% | -$56.5K | ﹤0.01% | 1658 |
|
|
2024
Q4 | $174K | Buy |
18,244
+636
| +4% | +$6.07K | ﹤0.01% | 1624 |
|
|
2024
Q3 | $186K | Sell |
17,608
-2,642
| -13% | -$28K | ﹤0.01% | 1565 |
|
|
2024
Q2 | $167K | Sell |
20,250
-17,592
| -46% | -$145K | ﹤0.01% | 1549 |
|
|
2024
Q1 | $321K | Buy |
37,842
+1
| +0% | +$8 | ﹤0.01% | 1287 |
|
|
2023
Q4 | $311K | Sell |
37,841
-2,716
| -7% | -$22.4K | 0.01% | 1249 |
|
|
2023
Q3 | $338K | Buy |
40,557
+1,506
| +4% | +$12.5K | 0.01% | 1168 |
|
|
2023
Q2 | $327K | Sell |
39,051
-5,951
| -13% | -$49.9K | 0.01% | 1185 |
|
|
2023
Q1 | $366K | Buy |
45,002
+10,733
| +31% | +$87.3K | 0.01% | 973 |
|
|
2022
Q4 | $274K | Buy |
34,269
+11,780
| +52% | +$94.2K | 0.01% | 845 |
|
|
2022
Q3 | $137K | Buy |
+22,489
| New | +$137K | ﹤0.01% | 900 |
|