Wallace Advisory Group’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 |
-11,929
| Closed | -$126K | – | 191 |
|
|
2024
Q4 | $126K | Sell |
11,929
-5,620
| -32% | -$59.5K | 0.09% | 177 |
|
|
2024
Q3 | $145K | Sell |
17,549
-537
| -3% | -$4.44K | 0.11% | 168 |
|
|
2024
Q2 | $149K | Buy |
18,086
+4,188
| +30% | +$34.6K | 0.11% | 169 |
|
|
2024
Q1 | $114K | Buy |
13,898
+569
| +4% | +$4.68K | 0.09% | 166 |
|
|
2023
Q4 | $111K | Sell |
13,329
-894
| -6% | -$7.45K | 0.09% | 158 |
|
|
2023
Q3 | $119K | Buy |
14,223
+275
| +2% | +$2.3K | 0.09% | 166 |
|
|
2023
Q2 | $114K | Hold |
13,948
| – | – | 0.09% | 165 |
|
|
2023
Q1 | $114K | Sell |
13,948
-98
| -0.7% | -$798 | 0.09% | 165 |
|
|
2022
Q4 | $112K | Buy |
+14,046
| New | +$112K | 0.09% | 150 |
|