Kingsview Wealth Management’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,753
| Closed | -$112K | – | 1133 |
|
|
2024
Q4 | $112K | Sell |
11,753
-1
| -0% | -$10 | ﹤0.01% | 1077 |
|
|
2024
Q3 | $124K | Buy |
+11,754
| New | +$124K | ﹤0.01% | 1062 |
|
|
2024
Q1 | – | Sell |
-10,696
| Closed | -$88K | – | 1032 |
|
|
2023
Q4 | $88K | Sell |
10,696
-7,272
| -40% | -$59.8K | ﹤0.01% | 931 |
|
|
2023
Q3 | $150K | Sell |
17,968
-2,191
| -11% | -$18.3K | 0.01% | 901 |
|
|
2023
Q2 | $169K | Buy |
20,159
+3,209
| +19% | +$26.9K | 0.01% | 865 |
|
|
2023
Q1 | $138K | Sell |
16,950
-743
| -4% | -$6.05K | 0.01% | 846 |
|
|
2022
Q4 | $142K | Sell |
17,693
-2,080
| -11% | -$16.6K | 0.01% | 810 |
|
|
2022
Q3 | $120K | Buy |
+19,773
| New | +$120K | 0.01% | 789 |
|