Simplicity Wealth’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $435K | Buy |
41,946
+26,464
| +171% | +$274K | 0.02% | 487 |
|
|
2025
Q1 | $159K | Buy |
15,482
+1,135
| +8% | +$11.7K | 0.01% | 535 |
|
|
2024
Q4 | $137K | Sell |
14,347
-1,630
| -10% | -$15.6K | 0.03% | 317 |
|
|
2024
Q3 | $169K | Sell |
15,977
-46
| -0.3% | -$487 | 0.02% | 482 |
|
|
2024
Q2 | $132K | Sell |
16,023
-151
| -0.9% | -$1.25K | ﹤0.01% | 1153 |
|
|
2024
Q1 | $137K | Buy |
+16,174
| New | +$137K | ﹤0.01% | 1097 |
|