Quotient Wealth Partners’s Haleon HLN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$168K Sell
16,154
-2,497
-13% -$25.9K ﹤0.01% 338
2025
Q1
$192K Sell
18,651
-8,604
-32% -$88.5K 0.01% 326
2024
Q4
$260K Sell
27,255
-6,541
-19% -$62.4K 0.01% 271
2024
Q3
$358K Buy
33,796
+5,020
+17% +$53.1K 0.01% 221
2024
Q2
$238K Buy
+28,776
New +$238K 0.01% 277