Wilbanks Smith & Thomas Asset Management’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $141K | Sell |
16,613
-343
| -2% | -$2.91K | ﹤0.01% | 520 |
|
|
2023
Q4 | $140K | Sell |
16,956
-855
| -5% | -$7.04K | ﹤0.01% | 511 |
|
|
2023
Q3 | $148K | Sell |
17,811
-795
| -4% | -$6.62K | 0.01% | 487 |
|
|
2023
Q2 | $156K | Sell |
18,606
-600
| -3% | -$5.03K | 0.01% | 501 |
|
|
2023
Q1 | $156K | Buy |
19,206
+600
| +3% | +$4.88K | 0.01% | 495 |
|
|
2022
Q4 | $149K | Hold |
18,606
| – | – | 0.01% | 484 |
|
|
2022
Q3 | $113K | Buy |
+18,606
| New | +$113K | ﹤0.01% | 460 |
|