Connecticut 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 | $283K | Sell |
5,434
-158
| -3% | -$8.22K | 0.01% | 264 |
|
2025
Q1 | $357K | Buy |
5,592
+16
| +0.3% | +$1.02K | 0.02% | 240 |
|
2024
Q4 | $267K | Buy |
5,576
+31
| +0.6% | +$1.48K | 0.01% | 236 |
|
2024
Q3 | $317K | Sell |
5,545
-530
| -9% | -$30.3K | 0.02% | 260 |
|
2024
Q2 | $318K | Buy |
6,075
+200
| +3% | +$10.5K | 0.02% | 257 |
|
2024
Q1 | $239K | Buy |
5,875
+68
| +1% | +$2.77K | 0.01% | 297 |
|
2023
Q4 | $215K | Hold |
5,807
| – | – | 0.01% | 305 |
|
2023
Q3 | $222K | Hold |
5,807
| – | – | 0.02% | 273 |
|
2023
Q2 | $209K | Buy |
+5,807
| New | +$209K | 0.01% | 253 |
|