MAI Capital Management’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
$163K Sell
2025
Q2
$217K Buy
2025
Q1
$154K Sell
2024
Q4
$207K Sell
2024
Q3
$344K Sell
2024
Q2
$273K Buy
2024
Q1
$241K Buy
2023
Q4
$198K Buy
2023
Q3
$177K Buy
2023
Q2
Sell
2023
Q1
$129K Buy
2022
Q4
$87.5K Sell
2022
Q3
$85K Buy