JFS Wealth Advisors’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.9K | Sell |
1,439
-57
| -4% | -$591 | ﹤0.01% | 733 |
|
|
2025
Q1 | $15.4K | Sell |
1,496
-27
| -2% | -$278 | ﹤0.01% | 740 |
|
|
2024
Q4 | $14.5K | Buy |
1,523
+84
| +6% | +$801 | ﹤0.01% | 737 |
|
|
2024
Q3 | $15.2K | Sell |
1,439
-493
| -26% | -$5.21K | ﹤0.01% | 711 |
|
|
2024
Q2 | $16K | Sell |
1,932
-590
| -23% | -$4.88K | ﹤0.01% | 653 |
|
|
2024
Q1 | $21.4K | Sell |
2,522
-153
| -6% | -$1.3K | ﹤0.01% | 612 |
|
|
2023
Q4 | $22K | Buy |
2,675
+610
| +30% | +$5.02K | ﹤0.01% | 566 |
|
|
2023
Q3 | $17.2K | Buy |
2,065
+569
| +38% | +$4.74K | ﹤0.01% | 581 |
|
|
2023
Q2 | $12.5K | Sell |
1,496
-990
| -40% | -$8.3K | ﹤0.01% | 661 |
|
|
2023
Q1 | $20.2K | Buy |
2,486
+3
| +0.1% | +$24 | ﹤0.01% | 535 |
|
|
2022
Q4 | $19.9K | Sell |
2,483
-253
| -9% | -$2.02K | ﹤0.01% | 537 |
|
|
2022
Q3 | $17K | Buy |
+2,736
| New | +$17K | ﹤0.01% | 606 |
|