Wealth Enhancement Advisory Services’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
104,940
+10,192
| +11% | +$104K | ﹤0.01% | 1703 |
|
|
2025
Q1 | $975K | Buy |
94,748
+14,935
| +19% | +$154K | ﹤0.01% | 1608 |
|
|
2024
Q4 | $761K | Buy |
79,813
+18,797
| +31% | +$179K | ﹤0.01% | 1687 |
|
|
2024
Q3 | $646K | Buy |
61,016
+1,766
| +3% | +$18.7K | ﹤0.01% | 1634 |
|
|
2024
Q2 | $489K | Sell |
59,250
-6,997
| -11% | -$57.8K | ﹤0.01% | 1657 |
|
|
2024
Q1 | $562K | Buy |
66,247
+19,763
| +43% | +$168K | ﹤0.01% | 1510 |
|
|
2023
Q4 | $383K | Buy |
46,484
+3,628
| +8% | +$29.9K | ﹤0.01% | 1664 |
|
|
2023
Q3 | $357K | Buy |
+42,856
| New | +$357K | ﹤0.01% | 1625 |
|