Keystone Financial Planning’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 | $2M | Sell |
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|
2025
Q2 | $2.32M | Sell |
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|
2025
Q1 | $2.31M | Hold |
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|
2024
Q4 | $2.15M | Sell |
|
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|
2024
Q3 | $2.45M | Sell |
|
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|
2024
Q2 | $1.91M | Sell |
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|
2024
Q1 | $1.97M | Sell |
|
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|
2023
Q4 | $1.94M | Sell |
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|
2023
Q3 | $1.97M | Sell |
|
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|
2023
Q2 | $2.01M | Buy |
|
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|
2023
Q1 | $1.93M | Sell |
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|
2022
Q4 | $1.9M | Sell |
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|
2022
Q3 | $1.46M | Buy |
|