Wealth Enhancement Advisory Services
HLN icon

Wealth Enhancement Advisory Services’s Haleon HLN Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio HLN Stock Details HLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$822K Buy
84,203
+8,704
+12% +$80.9K ﹤0.01% 2230
2026
Q1 		$750K Sell
75,499
-31,187
-29% -$324K ﹤0.01% 2013
2025
Q4 		$1.1M Sell
106,686
-3,894
-4% -$37K ﹤0.01% 1899
2025
Q3 		$975K Buy
110,580
+5,640
+5% +$54.3K ﹤0.01% 1885
2025
Q2 		$1.08M Buy
104,940
+10,192
+11% +$107K ﹤0.01% 1712
2025
Q1 		$975K Buy
94,748
+14,935
+19% +$147K ﹤0.01% 1611
2024
Q4 		$761K Buy
79,813
+18,797
+31% +$184K ﹤0.01% 1701
2024
Q3 		$646K Buy
61,016
+1,766
+3% +$17.1K ﹤0.01% 1646
2024
Q2 		$489K Sell
59,250
-6,997
-11% -$58.5K ﹤0.01% 1659
2024
Q1 		$562K Buy
66,247
+19,763
+43% +$165K ﹤0.01% 1510
2023
Q4 		$383K Buy
46,484
+3,628
+8% +$29.9K ﹤0.01% 1667
2023
Q3 		$357K Buy
+42,856
New +$357K ﹤0.01% 1629

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SI
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QCM
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DC
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CIM
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LWAM
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EWM
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TPI
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KFP
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CPBTD
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