Transcend Capital 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 | $243K | Buy |
23,429
+8,035
| +52% | +$83.3K | 0.02% | 526 |
|
|
2025
Q1 | $158K | Buy |
15,394
+442
| +3% | +$4.55K | 0.01% | 580 |
|
|
2024
Q4 | $143K | Buy |
14,952
+330
| +2% | +$3.15K | 0.01% | 552 |
|
|
2024
Q3 | $155K | Sell |
14,622
-258
| -2% | -$2.73K | 0.01% | 591 |
|
|
2024
Q2 | $123K | Buy |
+14,880
| New | +$123K | 0.01% | 579 |
|