SWM
Seed Wealth Management’s Haleon HLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276K | Sell |
26,580
-2,150
| -7% | -$22.3K | 0.21% | 116 |
|
|
2025
Q1 | $296K | Hold |
28,730
| – | – | 0.24% | 105 |
|
|
2024
Q4 | $274K | Hold |
28,730
| – | – | 0.22% | 111 |
|
|
2024
Q3 | $304K | Sell |
28,730
-400
| -1% | -$4.23K | 0.24% | 105 |
|
|
2024
Q2 | $241K | Buy |
29,130
+2,000
| +7% | +$16.5K | 0.21% | 123 |
|
|
2024
Q1 | $226K | Sell |
27,130
-2,000
| -7% | -$16.7K | 0.22% | 130 |
|
|
2023
Q4 | $240K | Hold |
29,130
| – | – | 0.24% | 113 |
|
|
2023
Q3 | $243K | Hold |
29,130
| – | – | 0.27% | 103 |
|
|
2023
Q2 | $244K | Hold |
29,130
| – | – | 0.26% | 108 |
|
|
2023
Q1 | $237K | Hold |
29,130
| – | – | 0.27% | 107 |
|
|
2022
Q4 | $233K | Buy |
+29,130
| New | +$233K | 0.27% | 97 |
|