Welch & Forbes’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.67M | Sell |
643,501
-700
| -0.1% | -$7.26K | 0.08% | 113 |
|
|
2025
Q1 | $6.63M | Sell |
644,201
-480
| -0.1% | -$4.94K | 0.09% | 112 |
|
|
2024
Q4 | $6.15M | Sell |
644,681
-3,329
| -0.5% | -$31.8K | 0.08% | 116 |
|
|
2024
Q3 | $6.86M | Sell |
648,010
-72
| -0% | -$762 | 0.09% | 116 |
|
|
2024
Q2 | $5.58M | Hold |
648,082
| – | – | 0.07% | 121 |
|
|
2024
Q1 | $5.5M | Sell |
648,082
-1,000
| -0.2% | -$8.49K | 0.08% | 129 |
|
|
2023
Q4 | $5.34M | Hold |
649,082
| – | – | 0.08% | 128 |
|
|
2023
Q3 | $5.41M | Sell |
649,082
-518
| -0.1% | -$4.32K | 0.09% | 119 |
|
|
2023
Q2 | $5.44M | Sell |
649,600
-4
| -0% | -$34 | 0.09% | 123 |
|
|
2023
Q1 | $5.29M | Hold |
649,604
| – | – | 0.09% | 128 |
|
|
2022
Q4 | $5.2M | Buy |
+649,604
| New | +$5.2M | 0.09% | 129 |
|