Nicholas Hoffman & Company’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $153K | Sell |
14,732
-687
| -4% | -$7.12K | ﹤0.01% | 302 |
|
2025
Q1 | $159K | Buy |
15,419
+75
| +0.5% | +$772 | 0.01% | 280 |
|
2024
Q4 | $146K | Buy |
+15,344
| New | +$146K | 0.01% | 280 |
|
2023
Q4 | – | Sell |
-43,891
| Closed | -$366K | – | 284 |
|
2023
Q3 | $366K | Sell |
43,891
-228
| -0.5% | -$1.9K | 0.03% | 197 |
|
2023
Q2 | $370K | Sell |
44,119
-600
| -1% | -$5.03K | 0.01% | 201 |
|
2023
Q1 | $364K | Sell |
44,719
-165
| -0.4% | -$1.34K | 0.03% | 203 |
|
2022
Q4 | $359K | Sell |
44,884
-4,495
| -9% | -$36K | 0.04% | 200 |
|
2022
Q3 | $301K | Buy |
+49,379
| New | +$301K | 0.01% | 200 |
|