Plante Moran Financial 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 | $3.87K | Hold |
373
| – | – | ﹤0.01% | 646 |
|
2025
Q1 | $3.84K | Hold |
373
| – | – | ﹤0.01% | 659 |
|
2024
Q4 | $3.56K | Sell |
373
-810
| -68% | -$7.73K | ﹤0.01% | 734 |
|
2024
Q3 | $12.5K | Buy |
1,183
+300
| +34% | +$3.17K | ﹤0.01% | 585 |
|
2024
Q2 | $7.29K | Hold |
883
| – | – | ﹤0.01% | 610 |
|
2024
Q1 | $7.5K | Hold |
883
| – | – | ﹤0.01% | 644 |
|
2023
Q4 | $7.27K | Hold |
883
| – | – | ﹤0.01% | 599 |
|
2023
Q3 | $7.36K | Hold |
883
| – | – | ﹤0.01% | 558 |
|
2023
Q2 | $7.4K | Hold |
883
| – | – | ﹤0.01% | 587 |
|
2023
Q1 | $7.19K | Hold |
883
| – | – | ﹤0.01% | 610 |
|
2022
Q4 | $7.06K | Hold |
883
| – | – | ﹤0.01% | 627 |
|
2022
Q3 | $5K | Buy |
+883
| New | +$5K | ﹤0.01% | 695 |
|