Integrated Wealth Concepts’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $95.7K | Sell |
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|
2025
Q2 | $118K | Sell |
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|
2025
Q1 | $131K | Sell |
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|
2024
Q4 | $174K | Buy |
|
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|
2024
Q3 | $186K | Sell |
|
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|
2024
Q2 | $167K | Sell |
|
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|
2024
Q1 | $321K | Buy |
|
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|
2023
Q4 | $311K | Sell |
|
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|
2023
Q3 | $338K | Buy |
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|
2023
Q2 | $327K | Sell |
|
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|
2023
Q1 | $366K | Buy |
|
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|
2022
Q4 | $274K | Buy |
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|
2022
Q3 | $137K | Buy |
|