A detailed history of Ep Wealth Advisors, LLC transactions in Haleon PLC stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 26,982 shares of HLN stock, worth $261,725. This represents 0.0% of its overall portfolio holdings.

Number of Shares
26,982
Previous 20,110 34.17%
Holding current value
$261,725
Previous $166,000 71.69%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$8.32 - $10.7 $57,175 - $73,530
6,872 Added 34.17%
26,982 $285,000
Q2 2024

Aug 19, 2024

SELL
$8.01 - $8.64 $19,728 - $21,280
-2,463 Reduced 10.91%
20,110 $166,000
Q1 2024

May 14, 2024

BUY
$8.02 - $8.67 $37,525 - $40,566
4,679 Added 26.15%
22,573 $191,000
Q4 2023

Feb 28, 2024

SELL
$7.78 - $8.62 $12,673 - $14,041
-1,629 Reduced 8.34%
17,894 $147,000
Q3 2023

Nov 22, 2023

BUY
$7.85 - $8.94 $28,793 - $32,791
3,668 Added 23.13%
19,523 $162,000
Q2 2023

Aug 14, 2023

BUY
$8.04 - $9.0 $87,274 - $97,695
10,855 Added 217.1%
15,855 $132,000
Q1 2023

Jun 05, 2023

SELL
$7.57 - $8.37 $61,771 - $68,299
-8,160 Reduced 62.01%
5,000 $40,000
Q4 2022

Jun 12, 2023

BUY
$5.96 - $8.06 $39,556 - $53,494
6,637 Added 132.74%
11,637 $93,000
Q3 2022

Dec 02, 2022

BUY
$5.63 - $7.5 $74,090 - $98,700
13,160 New
13,160 $80,000

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 $44.8B
  • 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 Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, 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 Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.