Valley Wealth Managers’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-175
| Closed | -$1.67K | – | 392 |
|
|
2024
Q4 | $1.67K | Hold |
175
| – | – | ﹤0.01% | 350 |
|
|
2024
Q3 | $1.85K | Hold |
175
| – | – | ﹤0.01% | 350 |
|
|
2024
Q2 | $1.45K | Hold |
175
| – | – | ﹤0.01% | 346 |
|
|
2024
Q1 | $1.49K | Hold |
175
| – | – | ﹤0.01% | 283 |
|
|
2023
Q4 | $1.44K | Hold |
175
| – | – | ﹤0.01% | 300 |
|
|
2023
Q3 | $1.46K | Hold |
175
| – | – | ﹤0.01% | 332 |
|
|
2023
Q2 | $1.47K | Hold |
175
| – | – | ﹤0.01% | 307 |
|
|
2023
Q1 | $1.43K | Hold |
175
| – | – | ﹤0.01% | 324 |
|
|
2022
Q4 | $1.4K | Buy |
+175
| New | +$1.4K | ﹤0.01% | 335 |
|