One 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 | $884K | Sell |
85,238
-5,196
| -6% | -$53.9K | 0.12% | 101 |
|
|
2025
Q1 | $931K | Buy |
90,434
+8,430
| +10% | +$86.7K | 0.14% | 97 |
|
|
2024
Q4 | $782K | Hold |
82,004
| – | – | 0.12% | 91 |
|
|
2024
Q3 | $868K | Sell |
82,004
-894
| -1% | -$9.46K | 0.13% | 85 |
|
|
2024
Q2 | $813K | Buy |
82,898
+17,586
| +27% | +$173K | 0.17% | 69 |
|
|
2024
Q1 | $561K | Buy |
65,312
+29,525
| +83% | +$254K | 0.1% | 115 |
|
|
2023
Q4 | $295K | Buy |
+35,787
| New | +$295K | 0.06% | 162 |
|
|
2023
Q3 | – | Sell |
-29,955
| Closed | -$251K | – | 202 |
|
|
2023
Q2 | $251K | Buy |
+29,955
| New | +$251K | 0.05% | 168 |
|