A detailed history of Baker Tilly Wealth Management, LLC transactions in Haleon PLC stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 59,305 shares of HLN stock, worth $575,258. This represents 0.29% of its overall portfolio holdings.

Number of Shares
59,305
Previous 49,318 20.25%
Holding current value
$575,258
Previous $407,000 54.05%
% of portfolio
0.29%
Previous 0.17%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
$8.32 - $10.7 $83,091 - $106,860
9,987 Added 20.25%
59,305 $627,000
Q2 2024

Jul 18, 2024

SELL
$8.01 - $8.64 $100,525 - $108,432
-12,550 Reduced 20.29%
49,318 $407,000
Q1 2024

May 09, 2024

BUY
$8.02 - $8.67 $231,609 - $250,380
28,879 Added 87.54%
61,868 $525,000
Q4 2023

Jan 10, 2024

BUY
$7.78 - $8.62 $14,820 - $16,421
1,905 Added 6.13%
32,989 $271,000
Q3 2023

Oct 10, 2023

SELL
$7.85 - $8.94 $92,143 - $104,937
-11,738 Reduced 27.41%
31,084 $258,000
Q2 2023

Jul 20, 2023

SELL
$8.04 - $9.0 $1,937 - $2,169
-241 Reduced 0.56%
42,822 $358,000
Q1 2023

Apr 12, 2023

SELL
$7.57 - $8.37 $105,798 - $116,979
-13,976 Reduced 24.5%
43,063 $350,000
Q4 2022

Jan 26, 2023

BUY
$5.96 - $8.06 $61,018 - $82,518
10,238 Added 21.88%
57,039 $0
Q3 2022

Oct 20, 2022

BUY
$5.63 - $7.5 $263,489 - $351,007
46,801 New
46,801 $285,000

Others Institutions Holding HLN

About Haleon plc


  • Ticker HLN
  • Exchange
  • Sector Healthcare
  • Industry Drug Manufacturers—Specialty & Generic
  • Shares Outstandng 4,617,290,240
  • Market Cap $44.8B
  • Description
  • Haleon plc engages in the research and development, manufacture, and sale of various consumer healthcare products in North America, Europe, the Middle East, Africa, Latin America, and the Asia Pacific. The company provides therapeutic oral health, pain relief, respiratory health, digestive health, and other products, as well as vitamins, mineral...
More about HLN
Track This Portfolio

Track Baker Tilly Wealth Management, LLC Portfolio

Follow Baker Tilly Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Baker Tilly Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baker Tilly Wealth Management, LLC with notifications on news.