MN Wealth Advisors’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Buy |
25,432
+275
| +1% | +$2.85K | 0.15% | 96 |
|
|
2025
Q1 | $259K | Sell |
25,157
-365
| -1% | -$3.76K | 0.15% | 93 |
|
|
2024
Q4 | $243K | Sell |
25,522
-805
| -3% | -$7.68K | 0.14% | 86 |
|
|
2024
Q3 | $279K | Sell |
26,327
-1,503
| -5% | -$15.9K | 0.16% | 80 |
|
|
2024
Q2 | $230K | Sell |
27,830
-1,288
| -4% | -$10.6K | 0.13% | 94 |
|
|
2024
Q1 | $247K | Hold |
29,118
| – | – | 0.15% | 81 |
|
|
2023
Q4 | $240K | Buy |
+29,118
| New | +$240K | 0.17% | 80 |
|