Sequoia Financial Advisors’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $992K | Buy |
95,992
+10,581
| +12% | +$109K | 0.01% | 688 |
|
|
2025
Q1 | $875K | Sell |
85,411
-279
| -0.3% | -$2.86K | 0.01% | 662 |
|
|
2024
Q4 | $814K | Buy |
85,690
+2,101
| +3% | +$20K | 0.01% | 646 |
|
|
2024
Q3 | $881K | Buy |
83,589
+1,646
| +2% | +$17.3K | 0.01% | 578 |
|
|
2024
Q2 | $674K | Buy |
81,943
+5,623
| +7% | +$46.2K | 0.01% | 591 |
|
|
2024
Q1 | $645K | Sell |
76,320
-143,228
| -65% | -$1.21M | 0.01% | 601 |
|
|
2023
Q4 | $1.8M | Buy |
219,548
+153,506
| +232% | +$1.26M | 0.02% | 377 |
|
|
2023
Q3 | $547K | Buy |
66,042
+32,734
| +98% | +$271K | 0.01% | 492 |
|
|
2023
Q2 | $279K | Buy |
33,308
+2,139
| +7% | +$17.9K | ﹤0.01% | 726 |
|
|
2023
Q1 | $254K | Buy |
31,169
+3,116
| +11% | +$25.4K | 0.01% | 684 |
|
|
2022
Q4 | $224K | Buy |
+28,053
| New | +$224K | 0.01% | 694 |
|