Connecticut Wealth Management’s Halozyme HALO Stock Holding History

Connecticut Wealth Management’s Portfolio HALO Stock Details HALO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$363K	Sell
2025 Q2	$283K	Sell
2025 Q1	$357K	Buy
2024 Q4	$267K	Buy
2024 Q3	$317K	Sell
2024 Q2	$318K	Buy
2024 Q1	$239K	Buy
2023 Q4	$215K	Hold
2023 Q3	$222K	Hold
2023 Q2	$209K	Buy