Montag & Associates’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.7K | Sell |
2,000
-755
| -27% | -$7.83K | ﹤0.01% | 675 |
|
|
2025
Q1 | $28.3K | Sell |
2,755
-1,000
| -27% | -$10.3K | ﹤0.01% | 687 |
|
|
2024
Q4 | $35.8K | Hold |
3,755
| – | – | ﹤0.01% | 652 |
|
|
2024
Q3 | $39.7K | Hold |
3,755
| – | – | ﹤0.01% | 644 |
|
|
2024
Q2 | $31K | Hold |
3,755
| – | – | ﹤0.01% | 660 |
|
|
2024
Q1 | $31.9K | Hold |
3,755
| – | – | ﹤0.01% | 643 |
|
|
2023
Q4 | $30.9K | Hold |
3,755
| – | – | ﹤0.01% | 642 |
|
|
2023
Q3 | $31.4K | Hold |
3,755
| – | – | ﹤0.01% | 609 |
|
|
2023
Q2 | $31.5K | Sell |
3,755
-782
| -17% | -$6.55K | ﹤0.01% | 621 |
|
|
2023
Q1 | $37.2K | Sell |
4,537
-500
| -10% | -$4.1K | ﹤0.01% | 596 |
|
|
2022
Q4 | $40.3K | Sell |
5,037
-419
| -8% | -$3.35K | ﹤0.01% | 583 |
|
|
2022
Q3 | $33K | Buy |
+5,456
| New | +$33K | ﹤0.01% | 597 |
|