Wealth Alliance’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,090
| Closed | -$114K | – | 552 |
|
|
2025
Q1 | $114K | Sell |
11,090
-10,284
| -48% | -$106K | 0.01% | 505 |
|
|
2024
Q4 | $204K | Sell |
21,374
-12,365
| -37% | -$118K | 0.02% | 474 |
|
|
2024
Q3 | $357K | Sell |
33,739
-16,941
| -33% | -$179K | 0.04% | 352 |
|
|
2024
Q2 | $419K | Sell |
50,680
-257
| -0.5% | -$2.12K | 0.05% | 286 |
|
|
2024
Q1 | $432K | Buy |
50,937
+12,114
| +31% | +$103K | 0.06% | 304 |
|
|
2023
Q4 | $320K | Buy |
38,823
+4,883
| +14% | +$40.2K | 0.04% | 368 |
|
|
2023
Q3 | $283K | Buy |
33,940
+2,001
| +6% | +$16.7K | 0.04% | 368 |
|
|
2023
Q2 | $268K | Buy |
31,939
+191
| +0.6% | +$1.6K | 0.04% | 412 |
|
|
2023
Q1 | $258K | Buy |
31,748
+415
| +1% | +$3.38K | 0.04% | 407 |
|
|
2022
Q4 | $251K | Buy |
+31,333
| New | +$251K | 0.04% | 399 |
|