Legacy Capital Wealth Partners’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Buy |
31,252
+638
| +2% | +$6.62K | 0.07% | 290 |
|
|
2025
Q1 | $315K | Sell |
30,614
-1,448
| -5% | -$14.9K | 0.08% | 268 |
|
|
2024
Q4 | $306K | Buy |
32,062
+4,884
| +18% | +$46.6K | 0.08% | 268 |
|
|
2024
Q3 | $288K | Sell |
27,178
-4,077
| -13% | -$43.1K | 0.06% | 279 |
|
|
2024
Q2 | $258K | Buy |
+31,255
| New | +$258K | 0.07% | 263 |
|
|
2023
Q4 | – | Sell |
-23,288
| Closed | -$194K | – | 295 |
|
|
2023
Q3 | $194K | Buy |
+23,288
| New | +$194K | 0.05% | 272 |
|
|
2023
Q2 | – | Sell |
-19,546
| Closed | -$159K | – | 125 |
|
|
2023
Q1 | $159K | Buy |
+19,546
| New | +$159K | 0.04% | 240 |
|