Wright Investors Service’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 |
-12,902
| Closed | -$133K | – | 147 |
|
|
2025
Q1 | $133K | Buy |
12,902
+1,531
| +13% | +$15.8K | 0.04% | 141 |
|
|
2024
Q4 | $108K | Sell |
11,371
-438
| -4% | -$4.18K | 0.04% | 133 |
|
|
2024
Q3 | $125K | Hold |
11,809
| – | – | 0.03% | 137 |
|
|
2024
Q2 | $97.5K | Hold |
11,809
| – | – | 0.03% | 139 |
|
|
2024
Q1 | $100K | Sell |
11,809
-475
| -4% | -$4.03K | 0.03% | 143 |
|
|
2023
Q4 | $101K | Sell |
12,284
-621
| -5% | -$5.11K | 0.03% | 143 |
|
|
2023
Q3 | $107K | Buy |
12,905
+1,803
| +16% | +$15K | 0.03% | 143 |
|
|
2023
Q2 | $93K | Buy |
+11,102
| New | +$93K | 0.03% | 146 |
|