Carson Wealth (CWM LLC)’s Halozyme HALO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56K | Sell |
1,068
-315
| -23% | -$16.5K | ﹤0.01% | 3184 |
|
|
2025
Q1 | $88K | Buy |
1,383
+438
| +46% | +$27.9K | ﹤0.01% | 2520 |
|
|
2024
Q4 | $45K | Sell |
945
-585
| -38% | -$27.9K | ﹤0.01% | 2876 |
|
|
2024
Q3 | $88K | Buy |
1,530
+668
| +77% | +$38.4K | ﹤0.01% | 2282 |
|
|
2024
Q2 | $45K | Buy |
862
+62
| +8% | +$3.24K | ﹤0.01% | 2539 |
|
|
2024
Q1 | $33K | Sell |
800
-313
| -28% | -$12.9K | ﹤0.01% | 2573 |
|
|
2023
Q4 | $41K | Sell |
1,113
-854
| -43% | -$31.5K | ﹤0.01% | 2301 |
|
|
2023
Q3 | $75K | Buy |
1,967
+857
| +77% | +$32.7K | ﹤0.01% | 1811 |
|
|
2023
Q2 | $40K | Buy |
1,110
+262
| +31% | +$9.44K | ﹤0.01% | 2130 |
|
|
2023
Q1 | $32K | Buy |
848
+468
| +123% | +$17.7K | ﹤0.01% | 2183 |
|
|
2022
Q4 | $22K | Buy |
380
+142
| +60% | +$8.22K | ﹤0.01% | 2290 |
|
|
2022
Q3 | $9K | Buy |
238
+198
| +495% | +$7.49K | ﹤0.01% | 2748 |
|
|
2022
Q2 | $2K | Buy |
40
+24
| +150% | +$1.2K | ﹤0.01% | 3333 |
|
|
2022
Q1 | $1K | Sell |
16
-66
| -80% | -$4.13K | ﹤0.01% | 3331 |
|
|
2021
Q4 | $3K | Buy |
+82
| New | +$3K | ﹤0.01% | 2968 |
|
|
2021
Q2 | $1K | Hold |
27
| – | – | ﹤0.01% | 2762 |
|
|
2021
Q1 | $1K | Hold |
27
| – | – | ﹤0.01% | 2762 |
|
|
2020
Q4 | $1K | Hold |
27
| – | – | ﹤0.01% | 2762 |
|
|
2020
Q3 | $1K | Hold |
27
| – | – | ﹤0.01% | 2762 |
|
|
2020
Q2 | $1K | Hold |
27
| – | – | ﹤0.01% | 2762 |
|
|
2020
Q1 | $1K | Hold |
27
| – | – | ﹤0.01% | 2762 |
|
|
2019
Q4 | $1K | Hold |
27
| – | – | ﹤0.01% | 2762 |
|
|
2019
Q3 | $1K | Hold |
27
| – | – | ﹤0.01% | 2762 |
|
|
2019
Q2 | $1K | Hold |
27
| – | – | ﹤0.01% | 2762 |
|
|
2019
Q1 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 2762 |
|