Marcum Wealth’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $246K | Sell |
23,906
-808
| -3% | -$8.31K | 0.02% | 323 |
|
|
2024
Q4 | $236K | Buy |
24,714
+4,074
| +20% | +$38.9K | 0.02% | 331 |
|
|
2024
Q3 | $218K | Buy |
20,640
+370
| +2% | +$3.92K | 0.02% | 348 |
|
|
2024
Q2 | $167K | Buy |
20,270
+2,346
| +13% | +$19.4K | 0.02% | 342 |
|
|
2024
Q1 | $152K | Buy |
+17,924
| New | +$152K | 0.02% | 353 |
|