Valeo 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 | $255K | Buy |
24,616
+3,441
| +16% | +$35.7K | 0.01% | 626 |
|
|
2025
Q1 | $218K | Buy |
21,175
+722
| +4% | +$7.43K | 0.01% | 616 |
|
|
2024
Q4 | $195K | Buy |
20,453
+2,141
| +12% | +$20.4K | 0.01% | 648 |
|
|
2024
Q3 | $194K | Sell |
18,312
-1,888
| -9% | -$20K | 0.01% | 654 |
|
|
2024
Q2 | $167K | Sell |
20,200
-615
| -3% | -$5.08K | 0.01% | 617 |
|
|
2024
Q1 | $174K | Sell |
20,815
-6,555
| -24% | -$54.7K | 0.01% | 612 |
|
|
2023
Q4 | $225K | Sell |
27,370
-838
| -3% | -$6.9K | 0.01% | 566 |
|
|
2023
Q3 | $235K | Sell |
28,208
-1,500
| -5% | -$12.5K | 0.01% | 522 |
|
|
2023
Q2 | $249K | Buy |
29,708
+799
| +3% | +$6.7K | 0.01% | 477 |
|
|
2023
Q1 | $235K | Buy |
28,909
+5,455
| +23% | +$44.4K | 0.01% | 509 |
|
|
2022
Q4 | $188K | Buy |
23,454
+1,552
| +7% | +$12.4K | 0.01% | 492 |
|
|
2022
Q3 | $133K | Buy |
+21,902
| New | +$133K | 0.01% | 451 |
|