Lido Advisors’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $666K | Buy |
64,234
+14,348
| +29% | +$149K | ﹤0.01% | 901 |
|
|
2025
Q1 | $513K | Sell |
49,886
-1,005
| -2% | -$10.3K | ﹤0.01% | 947 |
|
|
2024
Q4 | $485K | Buy |
50,891
+10,017
| +25% | +$95.6K | ﹤0.01% | 930 |
|
|
2024
Q3 | $432K | Buy |
40,874
+9,909
| +32% | +$105K | ﹤0.01% | 905 |
|
|
2024
Q2 | $256K | Buy |
30,965
+19,017
| +159% | +$157K | ﹤0.01% | 1071 |
|
|
2024
Q1 | $102K | Buy |
+11,948
| New | +$102K | ﹤0.01% | 1174 |
|
|
2022
Q4 | – | Sell |
-11,546
| Closed | -$70K | – | 877 |
|
|
2022
Q3 | $70K | Buy |
+11,546
| New | +$70K | ﹤0.01% | 807 |
|