Ritholtz Wealth Management’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $687K | Buy |
66,217
+20,203
| +44% | +$210K | 0.02% | 545 |
|
|
2025
Q1 | $473K | Sell |
46,014
-13,200
| -22% | -$136K | 0.01% | 604 |
|
|
2024
Q4 | $565K | Buy |
59,214
+33,249
| +128% | +$317K | 0.02% | 527 |
|
|
2024
Q3 | $275K | Buy |
+25,965
| New | +$275K | 0.01% | 720 |
|
|
2022
Q4 | – | Sell |
-10,039
| Closed | -$61K | – | 651 |
|
|
2022
Q3 | $61K | Buy |
+10,039
| New | +$61K | ﹤0.01% | 699 |
|