WA
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Waverly Advisors’s Haleon HLN Stock Holding History

Waverly Advisors’s Portfolio HLN Stock Details HLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$326K Sell
31,415
-145
-0.5% -$1.5K ﹤0.01% 938
2025
Q1 		$325K Buy
31,560
+279
+0.9% +$2.87K ﹤0.01% 902
2024
Q4 		$298K Buy
+31,281
New +$298K ﹤0.01% 822