Schechter Investment Advisors’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $626K | Sell |
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|
2024
Q4 | $593K | Sell |
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|
2024
Q3 | $659K | Sell |
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|
2024
Q2 | $520K | Buy |
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|
2024
Q1 | $442K | Buy |
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|
2023
Q4 | $380K | Buy |
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|
2023
Q3 | $265K | Buy |
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|
2023
Q2 | $251K | Sell |
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|
2023
Q1 | $686K | Sell |
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|
2022
Q4 | $678K | Buy |
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|
2022
Q3 | $514K | Buy |
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