Washington Trust Advisors’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $43.8K | Buy |
4,227
+80
| +2% | +$830 | ﹤0.01% | 335 |
|
2025
Q1 | $42.7K | Hold |
4,147
| – | – | ﹤0.01% | 335 |
|
2024
Q4 | $39.6K | Buy |
4,147
+295
| +8% | +$2.81K | ﹤0.01% | 347 |
|
2024
Q3 | $40.8K | Buy |
3,852
+41
| +1% | +$434 | ﹤0.01% | 348 |
|
2024
Q2 | $31.5K | Buy |
3,811
+387
| +11% | +$3.2K | ﹤0.01% | 365 |
|
2024
Q1 | $29.1K | Buy |
3,424
+464
| +16% | +$3.94K | ﹤0.01% | 368 |
|
2023
Q4 | $24.4K | Hold |
2,960
| – | – | ﹤0.01% | 380 |
|
2023
Q3 | $24.7K | Buy |
2,960
+2,307
| +353% | +$19.2K | ﹤0.01% | 371 |
|
2023
Q2 | $5.47K | Sell |
653
-1,226
| -65% | -$10.3K | ﹤0.01% | 532 |
|
2023
Q1 | $15.3K | Hold |
1,879
| – | – | ﹤0.01% | 449 |
|
2022
Q4 | $15K | Buy |
1,879
+353
| +23% | +$2.82K | ﹤0.01% | 455 |
|
2022
Q3 | $9K | Buy |
+1,526
| New | +$9K | ﹤0.01% | 617 |
|