Rothschild Investment LLC’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.4K | Sell |
3,609
-114
| -3% | -$1.18K | ﹤0.01% | 853 |
|
|
2025
Q1 | $38.3K | Sell |
3,723
-862
| -19% | -$8.87K | ﹤0.01% | 846 |
|
|
2024
Q4 | $43.7K | Buy |
4,585
+221
| +5% | +$2.11K | ﹤0.01% | 808 |
|
|
2024
Q3 | $46.2K | Sell |
4,364
-2,883
| -40% | -$30.5K | ﹤0.01% | 791 |
|
|
2024
Q2 | $59.9K | Buy |
7,247
+1,444
| +25% | +$11.9K | ﹤0.01% | 719 |
|
|
2024
Q1 | $49.3K | Sell |
5,803
-291
| -5% | -$2.47K | ﹤0.01% | 732 |
|
|
2023
Q4 | $50.2K | Buy |
+6,094
| New | +$50.2K | ﹤0.01% | 653 |
|
|
2022
Q4 | – | Sell |
-38,300
| Closed | -$233K | – | 487 |
|
|
2022
Q3 | $233K | Buy |
+38,300
| New | +$233K | 0.02% | 408 |
|