Keudell/Morrison Wealth Management’s Haleon HLN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-14,168	Closed	-$150K	–	229
2024 Q3	$150K	Sell	14,168 -1,755	-11%	-$18.6K	0.04%	215
2024 Q2	$132K	Buy	15,923 +1,922	+14%	+$15.9K	0.04%	202
2024 Q1	$119K	Buy	+14,001	New	+$119K	0.04%	202