CWM
Congress Wealth Management’s Halozyme HALO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.8M | Sell |
245,177
-35,563
| -13% | -$1.85M | 0.12% | 197 |
|
|
2025
Q1 | $17.9M | Buy |
280,740
+50,975
| +22% | +$3.25M | 0.21% | 120 |
|
|
2024
Q4 | $11M | Sell |
229,765
-68,660
| -23% | -$3.28M | 0.15% | 184 |
|
|
2024
Q3 | $17.1M | Buy |
298,425
+231,377
| +345% | +$13.2M | 0.23% | 129 |
|
|
2024
Q2 | $3.51M | Buy |
67,048
+6,135
| +10% | +$321K | 0.06% | 291 |
|
|
2024
Q1 | $2.48M | Buy |
60,913
+8,402
| +16% | +$342K | 0.04% | 291 |
|
|
2023
Q4 | $1.94M | Buy |
52,511
+3,963
| +8% | +$146K | 0.04% | 316 |
|
|
2023
Q3 | $1.85M | Buy |
48,548
+3,514
| +8% | +$134K | 0.04% | 312 |
|
|
2023
Q2 | $1.62M | Buy |
+45,034
| New | +$1.62M | 0.04% | 289 |
|