Pacific Capital 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
Q1 | – | Sell |
-100
| Closed | -$954 | – | 210 |
|
|
2024
Q4 | $954 | Hold |
100
| – | – | ﹤0.01% | 362 |
|
|
2024
Q3 | $1.06K | Hold |
100
| – | – | ﹤0.01% | 423 |
|
|
2024
Q2 | $826 | Hold |
100
| – | – | ﹤0.01% | 459 |
|
|
2024
Q1 | $849 | Hold |
100
| – | – | ﹤0.01% | 484 |
|
|
2023
Q4 | $823 | Buy |
+100
| New | +$823 | ﹤0.01% | 307 |
|