Montag & Associates’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.7K | Sell |
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|
2025
Q1 | $28.3K | Sell |
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|
2024
Q4 | $35.8K | Hold |
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|
2024
Q3 | $39.7K | Hold |
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|
2024
Q2 | $31K | Hold |
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|
2024
Q1 | $31.9K | Hold |
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|
2023
Q4 | $30.9K | Hold |
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|
2023
Q3 | $31.4K | Hold |
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|
2023
Q2 | $31.5K | Sell |
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|
2023
Q1 | $37.2K | Sell |
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|
2022
Q4 | $40.3K | Sell |
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|
2022
Q3 | $33K | Buy |
|