Valley National Advisers’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10K | Hold |
997
| – | – | ﹤0.01% | 555 |
|
|
2025
Q1 | $10K | Hold |
997
| – | – | ﹤0.01% | 563 |
|
|
2024
Q4 | $9K | Hold |
997
| – | – | ﹤0.01% | 556 |
|
|
2024
Q3 | $10K | Hold |
997
| – | – | ﹤0.01% | 517 |
|
|
2024
Q2 | $8K | Sell |
997
-31
| -3% | -$249 | ﹤0.01% | 672 |
|
|
2024
Q1 | $8K | Hold |
1,028
| – | – | ﹤0.01% | 691 |
|
|
2023
Q4 | $8K | Hold |
1,028
| – | – | ﹤0.01% | 698 |
|
|
2023
Q3 | $9K | Hold |
1,028
| – | – | ﹤0.01% | 616 |
|
|
2023
Q2 | $9K | Hold |
1,028
| – | – | ﹤0.01% | 613 |
|
|
2023
Q1 | $9K | Buy |
1,028
+362
| +54% | +$3.17K | ﹤0.01% | 602 |
|
|
2022
Q4 | $5K | Sell |
666
-62
| -9% | -$465 | ﹤0.01% | 667 |
|
|
2022
Q3 | $4K | Buy |
+728
| New | +$4K | ﹤0.01% | 706 |
|