Optimum 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 | $5.19K | Hold |
500
| – | – | ﹤0.01% | 545 |
|
|
2025
Q1 | $5.15K | Hold |
500
| – | – | ﹤0.01% | 559 |
|
|
2024
Q4 | $4.77K | Hold |
500
| – | – | ﹤0.01% | 554 |
|
|
2024
Q3 | $5.29K | Sell |
500
-300
| -38% | -$3.17K | ﹤0.01% | 569 |
|
|
2024
Q2 | $6.61K | Sell |
800
-400
| -33% | -$3.3K | ﹤0.01% | 550 |
|
|
2024
Q1 | $10.2K | Sell |
1,200
-368
| -23% | -$3.12K | ﹤0.01% | 521 |
|
|
2023
Q4 | $12.9K | Sell |
1,568
-800
| -34% | -$6.58K | 0.01% | 491 |
|
|
2023
Q3 | $19.7K | Sell |
2,368
-400
| -14% | -$3.33K | 0.01% | 470 |
|
|
2023
Q2 | $23.2K | Hold |
2,768
| – | – | 0.01% | 454 |
|
|
2023
Q1 | $22.5K | Sell |
2,768
-850
| -23% | -$6.92K | 0.01% | 462 |
|
|
2022
Q4 | $28.9K | Buy |
3,618
+250
| +7% | +$2K | 0.02% | 442 |
|
|
2022
Q3 | $21K | Buy |
+3,368
| New | +$21K | 0.01% | 489 |
|