Loring Wolcott & Coolidge Fiduciary 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 | $9.85K | Hold |
950
| – | – | ﹤0.01% | 482 |
|
|
2025
Q1 | $9.72K | Hold |
950
| – | – | ﹤0.01% | 484 |
|
|
2024
Q4 | $9.1K | Hold |
950
| – | – | ﹤0.01% | 490 |
|
|
2024
Q3 | $9.4K | Hold |
950
| – | – | ﹤0.01% | 500 |
|
|
2024
Q2 | $8.31K | Hold |
950
| – | – | ﹤0.01% | 499 |
|
|
2024
Q1 | $7.94K | Sell |
950
-1,775
| -65% | -$14.8K | ﹤0.01% | 508 |
|
|
2023
Q4 | $22.3K | Sell |
2,725
-7,416
| -73% | -$60.8K | ﹤0.01% | 454 |
|
|
2023
Q3 | $80.7K | Sell |
10,141
-100
| -1% | -$796 | ﹤0.01% | 379 |
|
|
2023
Q2 | $85.8K | Buy |
+10,241
| New | +$85.8K | ﹤0.01% | 382 |
|
|
2022
Q4 | – | Sell |
-9,830
| Closed | -$60K | – | 590 |
|
|
2022
Q3 | $60K | Buy |
+9,830
| New | +$60K | ﹤0.01% | 390 |
|