Provenance 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
Q2 | $3.11K | Sell |
300
-117
| -28% | -$1.21K | ﹤0.01% | 364 |
|
|
2025
Q1 | $4.29K | Hold |
417
| – | – | ﹤0.01% | 356 |
|
|
2024
Q4 | $3.98K | Hold |
417
| – | – | ﹤0.01% | 380 |
|
|
2024
Q3 | $4.41K | Hold |
417
| – | – | ﹤0.01% | 407 |
|
|
2024
Q2 | $3.44K | Sell |
417
-430
| -51% | -$3.55K | ﹤0.01% | 346 |
|
|
2024
Q1 | $7.19K | Hold |
847
| – | – | ﹤0.01% | 338 |
|
|
2023
Q4 | $6.97K | Buy |
847
+547
| +182% | +$4.5K | ﹤0.01% | 338 |
|
|
2023
Q3 | $2.5K | Buy |
+300
| New | +$2.5K | ﹤0.01% | 306 |
|