EWM
Evercore Wealth Management’s Halozyme HALO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Hold |
4,000
| – | – | ﹤0.01% | 386 |
|
|
2025
Q1 | $255K | Buy |
+4,000
| New | +$255K | ﹤0.01% | 357 |
|
|
2024
Q4 | – | Sell |
-4,143
| Closed | -$237K | – | 428 |
|
|
2024
Q3 | $237K | Hold |
4,143
| – | – | ﹤0.01% | 377 |
|
|
2024
Q2 | $217K | Buy |
+4,143
| New | +$217K | ﹤0.01% | 386 |
|
|
2023
Q1 | – | Sell |
-4,143
| Closed | -$236K | – | 409 |
|
|
2022
Q4 | $236K | Buy |
+4,143
| New | +$236K | ﹤0.01% | 360 |
|