OneDigital Investment 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 | $265K | Sell |
25,532
-8,563
| -25% | -$88.8K | ﹤0.01% | 1231 |
|
|
2025
Q1 | $351K | Sell |
34,095
-5,316
| -13% | -$54.7K | ﹤0.01% | 1008 |
|
|
2024
Q4 | $376K | Sell |
39,411
-6,500
| -14% | -$62K | ﹤0.01% | 1014 |
|
|
2024
Q3 | $486K | Sell |
45,911
-13,404
| -23% | -$142K | 0.01% | 948 |
|
|
2024
Q2 | $490K | Buy |
+59,315
| New | +$490K | 0.01% | 910 |
|
|
2024
Q1 | – | Sell |
-29,079
| Closed | -$239K | – | 1128 |
|
|
2023
Q4 | $239K | Buy |
+29,079
| New | +$239K | ﹤0.01% | 993 |
|