True Wealth Design’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17K | Hold |
113
| – | – | ﹤0.01% | 1406 |
|
|
2025
Q1 | $1.16K | Sell |
113
-6
| -5% | -$62 | ﹤0.01% | 1218 |
|
|
2024
Q4 | $1.14K | Buy |
119
+21
| +21% | +$200 | ﹤0.01% | 899 |
|
|
2024
Q3 | $1.04K | Hold |
98
| – | – | ﹤0.01% | 966 |
|
|
2024
Q2 | $810 | Buy |
98
+25
| +34% | +$207 | ﹤0.01% | 557 |
|
|
2024
Q1 | $620 | Buy |
73
+30
| +70% | +$255 | ﹤0.01% | 584 |
|
|
2023
Q4 | $354 | Hold |
43
| – | – | ﹤0.01% | 570 |
|
|
2023
Q3 | $359 | Hold |
43
| – | – | ﹤0.01% | 511 |
|
|
2023
Q2 | $361 | Hold |
43
| – | – | ﹤0.01% | 529 |
|
|
2023
Q1 | $351 | Sell |
43
-5
| -10% | -$41 | ﹤0.01% | 607 |
|
|
2022
Q4 | $384 | Buy |
+48
| New | +$384 | ﹤0.01% | 523 |
|