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 |
|