Endowment Wealth Management’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $134K | Sell |
12,937
-735
| -5% | -$7.62K | 0.07% | 149 |
|
|
2025
Q1 | $141K | Buy |
13,672
+608
| +5% | +$6.26K | 0.09% | 141 |
|
|
2024
Q4 | $125K | Buy |
13,064
+127
| +1% | +$1.21K | 0.08% | 131 |
|
|
2024
Q3 | $137K | Buy |
12,937
+70
| +0.5% | +$741 | 0.09% | 130 |
|
|
2024
Q2 | $106K | Buy |
12,867
+1,161
| +10% | +$9.59K | 0.08% | 123 |
|
|
2024
Q1 | $99.4K | Hold |
11,706
| – | – | 0.07% | 125 |
|
|
2023
Q4 | $96.3K | Sell |
11,706
-10
| -0.1% | -$82 | 0.08% | 129 |
|
|
2023
Q3 | $97.6K | Buy |
+11,716
| New | +$97.6K | 0.09% | 124 |
|