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Edgestream Partners’s Halozyme HALO Stock Holding History

Edgestream Partners’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
2026
Q1 		$3.3M Sell
51,124
-55,915
-52% -$3.94M 0.11% 354
2025
Q4 		$7.2M Buy
107,039
+27,670
+35% +$1.86M 0.2% 143
2025
Q3 		$5.82M Buy
+79,369
New +$5.27M 0.17% 207
2025
Q2 		– Sell
-135,403
Closed -$8.64M – 927
2025
Q1 		$8.64M Buy
135,403
+119,183
+735% +$6.92M 0.29% 70
2024
Q4 		$775K Sell
16,220
-69,781
-81% -$3.58M 0.03% 613
2024
Q3 		$4.92M Buy
86,001
+46,352
+117% +$2.66M 0.22% 141
2024
Q2 		$2.08M Sell
39,649
-25,657
-39% -$1.13M 0.1% 322
2024
Q1 		$2.66M Buy
65,306
+50,933
+354% +$1.91M 0.13% 268
2023
Q4 		$531K Buy
14,373
+4,013
+39% +$151K 0.04% 603
2023
Q3 		$396K Sell
10,360
-13,446
-56% -$551K 0.03% 646
2023
Q2 		$859K Sell
23,806
-25,271
-51% -$862K 0.08% 390
2023
Q1 		$1.87M Buy
49,077
+18,165
+59% +$852K 0.21% 157
2022
Q4 		$1.76M Sell
30,912
-24,820
-45% -$1.27M 0.2% 169
2022
Q3 		$2.2M Buy
+55,732
New +$2.46M 0.17% 184

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