AE Wealth Management’s Halozyme HALO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,223
| Closed | -$206K | – | 2196 |
|
|
2025
Q1 | $206K | Buy |
+3,223
| New | +$206K | ﹤0.01% | 1268 |
|
|
2024
Q1 | – | Sell |
-8,372
| Closed | -$286K | – | 1499 |
|
|
2023
Q4 | $286K | Buy |
+8,372
| New | +$286K | ﹤0.01% | 1725 |
|
|
2023
Q2 | – | Sell |
-6,822
| Closed | -$261K | – | 1968 |
|
|
2023
Q1 | $261K | Buy |
+6,822
| New | +$261K | ﹤0.01% | 1616 |
|