Patrick M. Sweeney & Associates’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $511K | Sell |
49,868
-30,000
| -38% | -$308K | 0.35% | 73 |
|
|
2025
Q1 | $822K | Buy |
79,868
+9,825
| +14% | +$101K | 0.61% | 37 |
|
|
2024
Q4 | $668K | Sell |
70,043
-26,500
| -27% | -$253K | 0.5% | 51 |
|
|
2024
Q3 | $1.02M | Hold |
96,543
| – | – | 0.75% | 29 |
|
|
2024
Q2 | $797K | Buy |
96,543
+40,000
| +71% | +$330K | 0.64% | 34 |
|
|
2024
Q1 | $480K | Sell |
56,543
-75,092
| -57% | -$638K | 0.39% | 67 |
|
|
2023
Q4 | $1.08M | Buy |
+131,635
| New | +$1.08M | 0.99% | 23 |
|