A detailed history of Heritage Wealth Management, LLC transactions in Haleon PLC stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 84,803 shares of HLN stock, worth $908,240. This represents 0.39% of its overall portfolio holdings.

Number of Shares
84,803
Previous 93,274 9.08%
Holding current value
$908,240
Previous $791,000 11.5%
% of portfolio
0.39%
Previous 0.4%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

SELL
$8.01 - $8.64 $67,852 - $73,189
-8,471 Reduced 9.08%
84,803 $700,000
Q1 2024

Apr 25, 2024

SELL
$8.02 - $8.67 $24,340 - $26,313
-3,035 Reduced 3.15%
93,274 $791,000
Q4 2023

Feb 06, 2024

BUY
$7.78 - $8.62 $747,992 - $828,752
96,143 Added 57917.47%
96,309 $792,000
Q4 2022

Feb 13, 2023

BUY
$5.96 - $8.06 $476 - $644
80 Added 93.02%
166 $1,000
Q3 2022

Nov 14, 2022

BUY
$5.63 - $7.5 $484 - $645
86 New
86 $1,000

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 $49.5B
  • 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 Heritage Wealth Management, LLC Portfolio

Follow Heritage 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 Heritage Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, LLC with notifications on news.