EP Wealth Advisors’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Sell |
20,203
-2,934
| -13% | -$30.4K | ﹤0.01% | 1229 |
|
|
2025
Q1 | $238K | Sell |
23,137
-189
| -0.8% | -$1.95K | ﹤0.01% | 1041 |
|
|
2024
Q4 | $223K | Sell |
23,326
-3,656
| -14% | -$34.9K | ﹤0.01% | 1022 |
|
|
2024
Q3 | $285K | Buy |
26,982
+6,872
| +34% | +$72.7K | ﹤0.01% | 880 |
|
|
2024
Q2 | $166K | Sell |
20,110
-2,463
| -11% | -$20.3K | ﹤0.01% | 779 |
|
|
2024
Q1 | $192K | Buy |
22,573
+4,679
| +26% | +$39.7K | ﹤0.01% | 743 |
|
|
2023
Q4 | $147K | Sell |
17,894
-1,629
| -8% | -$13.4K | ﹤0.01% | 747 |
|
|
2023
Q3 | $163K | Buy |
19,523
+3,668
| +23% | +$30.6K | ﹤0.01% | 689 |
|
|
2023
Q2 | $168K | Buy |
15,855
+10,855
| +217% | +$115K | ﹤0.01% | 662 |
|
|
2023
Q1 | $295K | Sell |
5,000
-6,637
| -57% | -$391K | 0.01% | 492 |
|
|
2022
Q4 | $93.1K | Sell |
11,637
-1,523
| -12% | -$12.2K | ﹤0.01% | 602 |
|
|
2022
Q3 | $80K | Buy |
+13,160
| New | +$80K | ﹤0.01% | 325 |
|