Marks Group Wealth Management’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $423K | Sell |
40,805
-30,414
| -43% | -$315K | 0.04% | 239 |
|
|
2025
Q1 | $733K | Sell |
71,219
-22,388
| -24% | -$230K | 0.07% | 203 |
|
|
2024
Q4 | $893K | Sell |
93,607
-58,131
| -38% | -$555K | 0.09% | 176 |
|
|
2024
Q3 | $1.61M | Sell |
151,738
-42,441
| -22% | -$449K | 0.15% | 139 |
|
|
2024
Q2 | $1.6M | Buy |
194,179
+11,240
| +6% | +$92.8K | 0.17% | 138 |
|
|
2024
Q1 | $1.55M | Buy |
182,939
+26,045
| +17% | +$221K | 0.16% | 139 |
|
|
2023
Q4 | $1.29M | Buy |
156,894
+7,692
| +5% | +$63.3K | 0.15% | 147 |
|
|
2023
Q3 | $1.24M | Buy |
149,202
+33,918
| +29% | +$283K | 0.15% | 145 |
|
|
2023
Q2 | $966K | Buy |
115,284
+33,160
| +40% | +$278K | 0.11% | 166 |
|
|
2023
Q1 | $668K | Buy |
82,124
+15,850
| +24% | +$129K | 0.09% | 189 |
|
|
2022
Q4 | $530K | Buy |
66,274
+12,653
| +24% | +$101K | 0.07% | 205 |
|
|
2022
Q3 | $327K | Buy |
+53,621
| New | +$327K | 0.05% | 231 |
|