TD Private Client 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 | $275K | Sell |
26,525
-6,526
| -20% | -$67.7K | 0.01% | 573 |
|
|
2025
Q1 | $340K | Buy |
33,051
+4,588
| +16% | +$47.2K | 0.01% | 504 |
|
|
2024
Q4 | $272K | Buy |
28,463
+2,501
| +10% | +$23.9K | 0.01% | 544 |
|
|
2024
Q3 | $275K | Sell |
25,962
-68
| -0.3% | -$719 | 0.01% | 551 |
|
|
2024
Q2 | $215K | Sell |
26,030
-8,751
| -25% | -$72.3K | 0.01% | 557 |
|
|
2024
Q1 | $295K | Sell |
34,781
-530
| -2% | -$4.5K | 0.01% | 519 |
|
|
2023
Q4 | $291K | Sell |
35,311
-1,680
| -5% | -$13.8K | 0.01% | 501 |
|
|
2023
Q3 | $308K | Buy |
36,991
+6,915
| +23% | +$57.6K | 0.01% | 479 |
|
|
2023
Q2 | $252K | Buy |
30,076
+12,147
| +68% | +$102K | 0.01% | 529 |
|
|
2023
Q1 | $146K | Buy |
17,929
+4,305
| +32% | +$35K | 0.01% | 594 |
|
|
2022
Q4 | $109K | Buy |
13,624
+12,140
| +818% | +$97.1K | 0.01% | 615 |
|
|
2022
Q3 | $9.04K | Buy |
+1,484
| New | +$9.04K | ﹤0.01% | 1010 |
|