Kovitz Investment Group Partners’s Haleon HLN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
2025
Q3
$127K Buy
2025
Q2
$123K Sell
2025
Q1
$143K Buy
2024
Q4
$117K Sell
2024
Q3
$87K Buy