PDS Planning’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Buy |
25,441
+3,796
| +18% | +$39.4K | 0.02% | 389 |
|
|
2025
Q1 | $223K | Buy |
21,645
+1,598
| +8% | +$16.4K | 0.02% | 404 |
|
|
2024
Q4 | $191K | Buy |
20,047
+3,638
| +22% | +$34.7K | 0.02% | 409 |
|
|
2024
Q3 | $174K | Buy |
16,409
+2,443
| +17% | +$25.8K | 0.02% | 413 |
|
|
2024
Q2 | $115K | Buy |
13,966
+1,186
| +9% | +$9.8K | 0.01% | 371 |
|
|
2024
Q1 | $109K | Sell |
12,780
-236
| -2% | -$2K | 0.01% | 376 |
|
|
2023
Q4 | $107K | Buy |
13,016
+620
| +5% | +$5.1K | 0.01% | 349 |
|
|
2023
Q3 | $103K | Buy |
12,396
+1,112
| +10% | +$9.26K | 0.01% | 323 |
|
|
2023
Q2 | $94.6K | Hold |
11,284
| – | – | 0.01% | 327 |
|
|
2023
Q1 | $91.9K | Buy |
+11,284
| New | +$91.9K | 0.01% | 287 |
|