Keystone Financial Planning’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.32M | Sell |
223,650
-1,269
| -0.6% | -$13.2K | 0.7% | 26 |
|
|
2025
Q1 | $2.31M | Hold |
224,919
| – | – | 0.69% | 27 |
|
|
2024
Q4 | $2.15M | Sell |
224,919
-6,322
| -3% | -$60.3K | 0.67% | 30 |
|
|
2024
Q3 | $2.45M | Sell |
231,241
-202
| -0.1% | -$2.14K | 0.74% | 27 |
|
|
2024
Q2 | $1.91M | Sell |
231,443
-305
| -0.1% | -$2.52K | 0.63% | 30 |
|
|
2024
Q1 | $1.97M | Sell |
231,748
-4,221
| -2% | -$35.8K | 0.64% | 31 |
|
|
2023
Q4 | $1.94M | Sell |
235,969
-97
| -0% | -$798 | 0.64% | 31 |
|
|
2023
Q3 | $1.97M | Sell |
236,066
-3,643
| -2% | -$30.3K | 0.69% | 31 |
|
|
2023
Q2 | $2.01M | Buy |
239,709
+2,692
| +1% | +$22.6K | 0.67% | 30 |
|
|
2023
Q1 | $1.93M | Sell |
237,017
-452
| -0.2% | -$3.68K | 0.66% | 31 |
|
|
2022
Q4 | $1.9M | Sell |
237,469
-1,369
| -0.6% | -$11K | 0.64% | 33 |
|
|
2022
Q3 | $1.46M | Buy |
+238,838
| New | +$1.46M | 0.56% | 33 |
|