Venturi Wealth Management’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 |
-1,471
| Closed | -$14K | – | 1129 |
|
|
2024
Q4 | $14K | Buy |
1,471
+1,117
| +316% | +$10.7K | ﹤0.01% | 1347 |
|
|
2024
Q3 | $3.75K | Buy |
+354
| New | +$3.75K | ﹤0.01% | 1554 |
|
|
2024
Q1 | – | Sell |
-269
| Closed | -$2.22K | – | 1397 |
|
|
2023
Q4 | $2.22K | Sell |
269
-49
| -15% | -$403 | ﹤0.01% | 1196 |
|
|
2023
Q3 | $2.65K | Buy |
318
+49
| +18% | +$408 | ﹤0.01% | 1112 |
|
|
2023
Q2 | $2.26K | Buy |
269
+40
| +17% | +$335 | ﹤0.01% | 903 |
|
|
2023
Q1 | $1.87K | Buy |
+229
| New | +$1.87K | ﹤0.01% | 1023 |
|