Summit Trail 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
$165K Buy
+15,872
New +$165K ﹤0.01% 1074
2024
Q4
Sell
-18,083
Closed -$191K 539
2024
Q3
$191K Buy
+18,083
New +$191K ﹤0.01% 678