United Capital Financial Advisors’s Haleon HLN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$306K Sell
2025
Q2
$407K Buy
2025
Q1
$384K Sell
2024
Q4
$358K Buy
2024
Q3
$383K Buy
2024
Q2
$292K Buy
2024
Q1
$277K Sell
2023
Q4
$286K Buy
2023
Q1
Sell
2022
Q4
$86.3K Sell
2022
Q3
$122K Buy