NewEdge Wealth’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $609K | Buy |
64,360
+587
| +0.9% | +$5.55K | 0.01% | 649 |
|
|
2025
Q1 | $656K | Sell |
63,773
-1,217
| -2% | -$12.5K | 0.01% | 561 |
|
|
2024
Q4 | $620K | Sell |
64,990
-2,605
| -4% | -$24.9K | 0.01% | 596 |
|
|
2024
Q3 | $715K | Buy |
67,595
+16,542
| +32% | +$175K | 0.01% | 536 |
|
|
2024
Q2 | $422K | Sell |
51,053
-1,033
| -2% | -$8.53K | 0.01% | 583 |
|
|
2024
Q1 | $433K | Sell |
52,086
-917
| -2% | -$7.63K | 0.01% | 592 |
|
|
2023
Q4 | $436K | Sell |
53,003
-8,843
| -14% | -$72.8K | 0.01% | 537 |
|
|
2023
Q3 | $515K | Buy |
61,846
+5,035
| +9% | +$41.9K | 0.02% | 457 |
|
|
2023
Q2 | $476K | Sell |
56,811
-330
| -0.6% | -$2.77K | 0.02% | 464 |
|
|
2023
Q1 | $465K | Sell |
57,141
-2,345
| -4% | -$19.1K | 0.02% | 423 |
|
|
2022
Q4 | $476K | Sell |
59,486
-3,384
| -5% | -$27.1K | 0.02% | 374 |
|
|
2022
Q3 | $383K | Buy |
+62,870
| New | +$383K | 0.02% | 386 |
|