Marotta Asset 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 | $134K | Sell |
12,891
-3,603
| -22% | -$37.4K | 0.03% | 101 |
|
|
2025
Q1 | $175K | Buy |
16,494
+674
| +4% | +$7.13K | 0.03% | 108 |
|
|
2024
Q4 | $149K | Sell |
15,820
-674
| -4% | -$6.36K | 0.03% | 107 |
|
|
2024
Q3 | $175K | Sell |
16,494
-259
| -2% | -$2.74K | 0.03% | 108 |
|
|
2024
Q2 | $139K | Sell |
16,753
-273
| -2% | -$2.27K | 0.03% | 105 |
|
|
2024
Q1 | $145K | Sell |
17,026
-1,369
| -7% | -$11.6K | 0.03% | 102 |
|
|
2023
Q4 | $151K | Sell |
18,395
-204
| -1% | -$1.68K | 0.03% | 103 |
|
|
2023
Q3 | $155K | Sell |
18,599
-327
| -2% | -$2.72K | 0.04% | 104 |
|
|
2023
Q2 | $159K | Buy |
+18,926
| New | +$159K | 0.04% | 108 |
|
|
2022
Q4 | $154K | Buy |
+19,222
| New | +$154K | 0.04% | 100 |
|