Tempus Wealth Planning’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $552K | Sell |
53,269
-528
| -1% | -$5.48K | 0.14% | 158 |
|
|
2025
Q1 | $554K | Sell |
53,797
-2,886
| -5% | -$29.7K | 0.17% | 139 |
|
|
2024
Q4 | $541K | Sell |
56,683
-659
| -1% | -$6.29K | 0.17% | 135 |
|
|
2024
Q3 | $607K | Sell |
57,342
-47
| -0.1% | -$497 | 0.22% | 109 |
|
|
2024
Q2 | $474K | Buy |
57,389
+2,576
| +5% | +$21.3K | 0.2% | 115 |
|
|
2024
Q1 | $465K | Buy |
54,813
+2,136
| +4% | +$18.1K | 0.2% | 118 |
|
|
2023
Q4 | $434K | Sell |
52,677
-3,439
| -6% | -$28.3K | 0.19% | 114 |
|
|
2023
Q3 | $467K | Sell |
56,116
-2,186
| -4% | -$18.2K | 0.23% | 91 |
|
|
2023
Q2 | $489K | Sell |
58,302
-5,335
| -8% | -$44.7K | 0.22% | 106 |
|
|
2023
Q1 | $518K | Sell |
63,637
-7,162
| -10% | -$58.3K | 0.25% | 94 |
|
|
2022
Q4 | $566K | Sell |
70,799
-7,348
| -9% | -$58.8K | 0.34% | 87 |
|
|
2022
Q3 | $476K | Buy |
+78,147
| New | +$476K | 0.32% | 87 |
|