Summitry LLC’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $578K | Buy |
55,756
+10,964
| +24% | +$114K | 0.03% | 83 |
|
|
2025
Q1 | $461K | Buy |
44,792
+3,005
| +7% | +$30.9K | 0.02% | 90 |
|
|
2024
Q4 | $399K | Buy |
41,787
+7,795
| +23% | +$74.4K | 0.02% | 90 |
|
|
2024
Q3 | $360K | Buy |
33,992
+1,529
| +5% | +$16.2K | 0.02% | 94 |
|
|
2024
Q2 | $268K | Buy |
32,463
+12,330
| +61% | +$102K | 0.01% | 93 |
|
|
2024
Q1 | $171K | Buy |
+20,133
| New | +$171K | 0.01% | 107 |
|