United Capital Financial 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 | $407K | Buy |
39,295
+2,006
| +5% | +$20.8K | ﹤0.01% | 825 |
|
|
2025
Q1 | $384K | Sell |
37,289
-186
| -0.5% | -$1.91K | ﹤0.01% | 812 |
|
|
2024
Q4 | $358K | Buy |
37,475
+1,266
| +3% | +$12.1K | ﹤0.01% | 824 |
|
|
2024
Q3 | $383K | Buy |
36,209
+867
| +2% | +$9.17K | ﹤0.01% | 800 |
|
|
2024
Q2 | $292K | Buy |
35,342
+2,739
| +8% | +$22.6K | ﹤0.01% | 862 |
|
|
2024
Q1 | $277K | Sell |
32,603
-2,116
| -6% | -$18K | ﹤0.01% | 901 |
|
|
2023
Q4 | $286K | Buy |
+34,719
| New | +$286K | ﹤0.01% | 889 |
|
|
2023
Q1 | – | Sell |
-10,783
| Closed | -$86.3K | – | 1001 |
|
|
2022
Q4 | $86.3K | Sell |
10,783
-9,269
| -46% | -$74.2K | ﹤0.01% | 1012 |
|
|
2022
Q3 | $122K | Buy |
+20,052
| New | +$122K | ﹤0.01% | 1047 |
|