Loring Wolcott & Coolidge Fiduciary Advisors’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.9K | Hold |
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|
2025
Q2 | $9.85K | Hold |
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|
2025
Q1 | $9.72K | Hold |
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|
2024
Q4 | $9.1K | Hold |
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|
2024
Q3 | $9.4K | Hold |
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|
2024
Q2 | $8.31K | Hold |
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|
2024
Q1 | $7.94K | Sell |
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|
2023
Q4 | $22.3K | Sell |
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|
2023
Q3 | $80.7K | Sell |
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|
2023
Q2 | $85.8K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $60K | Buy |
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