CreativeOne Wealth’s Halozyme HALO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $861K | Sell |
16,559
-1,097
| -6% | -$57.1K | 0.02% | 583 |
|
|
2025
Q1 | $1.13M | Sell |
17,656
-727
| -4% | -$46.4K | 0.03% | 443 |
|
|
2024
Q4 | $879K | Buy |
18,383
+294
| +2% | +$14.1K | 0.03% | 510 |
|
|
2024
Q3 | $1.04M | Buy |
+18,089
| New | +$1.04M | 0.04% | 427 |
|
|
2023
Q1 | – | Sell |
-4,744
| Closed | -$270K | – | 808 |
|
|
2022
Q4 | $270K | Buy |
+4,744
| New | +$270K | 0.01% | 604 |
|