Venturi Wealth Management’s Haleon HLN Stock Holding History

Venturi Wealth Management’s Portfolio HLN Stock Details HLN Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$132K	Buy
2025 Q1	–	Sell
2024 Q4	$14K	Buy
2024 Q3	$3.75K	Buy
2024 Q1	–	Sell
2023 Q4	$2.21K	Sell
2023 Q3	$2.65K	Buy
2023 Q2	$2.26K	Buy
2023 Q1	$1.86K	Buy