Level Four Advisory Services’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $196K | Sell |
18,904
-370
| -2% | -$3.84K | 0.01% | 756 |
|
|
2025
Q1 | $198K | Sell |
19,274
-294
| -2% | -$3.03K | 0.01% | 720 |
|
|
2024
Q4 | $187K | Buy |
19,568
+274
| +1% | +$2.61K | 0.01% | 725 |
|
|
2024
Q3 | $187K | Buy |
19,294
+2,224
| +13% | +$21.6K | 0.01% | 733 |
|
|
2024
Q2 | $141K | Buy |
17,070
+305
| +2% | +$2.52K | 0.01% | 716 |
|
|
2024
Q1 | $138K | Hold |
16,765
| – | – | 0.01% | 732 |
|
|
2023
Q4 | $138K | Sell |
16,765
-1,725
| -9% | -$14.2K | 0.01% | 728 |
|
|
2023
Q3 | $154K | Sell |
18,490
-2,620
| -12% | -$21.8K | 0.01% | 701 |
|
|
2023
Q2 | $177K | Sell |
21,110
-892
| -4% | -$7.48K | 0.01% | 752 |
|
|
2023
Q1 | $179K | Sell |
22,002
-6,707
| -23% | -$54.6K | 0.01% | 708 |
|
|
2022
Q4 | $230K | Buy |
28,709
+11,586
| +68% | +$92.7K | 0.02% | 584 |
|
|
2022
Q3 | $104K | Buy |
+17,123
| New | +$104K | 0.01% | 523 |
|