Personal CFO Solutions’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $184K | Sell |
17,729
-1,670
| -9% | -$17.3K | 0.03% | 471 |
|
2025
Q1 | $200K | Sell |
19,399
-1,358
| -7% | -$14K | 0.04% | 432 |
|
2024
Q4 | $198K | Sell |
20,757
-823
| -4% | -$7.85K | 0.04% | 447 |
|
2024
Q3 | $228K | Sell |
21,580
-1,731
| -7% | -$18.3K | 0.03% | 498 |
|
2024
Q2 | $193K | Buy |
23,311
+198
| +0.9% | +$1.64K | 0.03% | 512 |
|
2024
Q1 | $196K | Buy |
23,113
+2,513
| +12% | +$21.3K | 0.03% | 529 |
|
2023
Q4 | $170K | Buy |
20,600
+3,115
| +18% | +$25.6K | 0.03% | 498 |
|
2023
Q3 | $146K | Buy |
17,485
+5,028
| +40% | +$41.9K | 0.03% | 446 |
|
2023
Q2 | $104K | Buy |
+12,457
| New | +$104K | 0.02% | 460 |
|