J.P. Morgan Private Wealth Advisors’s Haleon HLN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$982K Buy
117,914
+19,000
+19% +$158K ﹤0.01% 981
2023
Q2
$829K Buy
98,914
+4,423
+5% +$37.1K ﹤0.01% 826
2023
Q1
$769K Sell
94,491
-1,882
-2% -$15.3K ﹤0.01% 1287
2022
Q4
$771K Buy
96,373
+5,687
+6% +$45.5K ﹤0.01% 1276
2022
Q3
$552K Buy
+90,686
New +$552K ﹤0.01% 1416