U.S. Capital Wealth 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 | $428K | Sell |
41,263
-62,896
| -60% | -$652K | 0.01% | 632 |
|
|
2025
Q1 | $1.07M | Buy |
104,159
+3,565
| +4% | +$36.7K | 0.03% | 413 |
|
|
2024
Q4 | $960K | Buy |
100,594
+423
| +0.4% | +$4.04K | 0.03% | 432 |
|
|
2024
Q3 | $1.06M | Sell |
100,171
-5,210
| -5% | -$55.1K | 0.04% | 345 |
|
|
2024
Q2 | $870K | Sell |
105,381
-3,152
| -3% | -$26K | 0.03% | 359 |
|
|
2024
Q1 | $921K | Sell |
108,533
-23,001
| -17% | -$195K | 0.04% | 356 |
|
|
2023
Q4 | $1.08M | Sell |
131,534
-3,482
| -3% | -$28.7K | 0.04% | 323 |
|
|
2023
Q3 | $1.12M | Sell |
135,016
-19,284
| -12% | -$161K | 0.05% | 293 |
|
|
2023
Q2 | $1.29M | Sell |
154,300
-28,042
| -15% | -$235K | 0.06% | 278 |
|
|
2023
Q1 | $1.48M | Sell |
182,342
-33,237
| -15% | -$271K | 0.07% | 250 |
|
|
2022
Q4 | $1.72M | Sell |
215,579
-50,410
| -19% | -$403K | 0.08% | 231 |
|
|
2022
Q3 | $1.62M | Buy |
+265,989
| New | +$1.62M | 0.08% | 228 |
|