Laird Norton Wetherby Trust Company’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $405K | Buy |
39,042
+8,939
| +30% | +$92.7K | 0.06% | 60 |
|
2025
Q1 | $310K | Buy |
30,103
+8,275
| +38% | +$85.2K | 0.05% | 57 |
|
2024
Q4 | $208K | Hold |
21,828
| – | – | 0.03% | 65 |
|
2024
Q3 | $231K | Hold |
21,828
| – | – | 0.03% | 69 |
|
2024
Q2 | $180K | Hold |
21,828
| – | – | 0.03% | 58 |
|
2024
Q1 | $188K | Hold |
21,828
| – | – | 0.03% | 65 |
|
2023
Q4 | $180K | Buy |
+21,828
| New | +$180K | 0.02% | 73 |
|