JFS Wealth Advisors’s Halozyme HALO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.75K | Sell |
72
-248
| -78% | -$12.9K | ﹤0.01% | 1188 |
|
|
2025
Q1 | $20.4K | Buy |
320
+270
| +540% | +$17.2K | ﹤0.01% | 654 |
|
|
2024
Q4 | $2.39K | Sell |
50
-3
| -6% | -$143 | ﹤0.01% | 1403 |
|
|
2024
Q3 | $3.03K | Buy |
53
+4
| +8% | +$229 | ﹤0.01% | 1309 |
|
|
2024
Q2 | $2.57K | Hold |
49
| – | – | ﹤0.01% | 1344 |
|
|
2024
Q1 | $1.99K | Sell |
49
-9
| -16% | -$366 | ﹤0.01% | 1440 |
|
|
2023
Q4 | $2.14K | Buy |
58
+8
| +16% | +$296 | ﹤0.01% | 1400 |
|
|
2023
Q3 | $1.91K | Buy |
50
+8
| +19% | +$306 | ﹤0.01% | 1376 |
|
|
2023
Q2 | $1.52K | Sell |
42
-24
| -36% | -$866 | ﹤0.01% | 1487 |
|
|
2023
Q1 | $2.52K | Buy |
66
+7
| +12% | +$267 | ﹤0.01% | 1274 |
|
|
2022
Q4 | $3.36K | Buy |
59
+3
| +5% | +$171 | ﹤0.01% | 1156 |
|
|
2022
Q3 | $2K | Sell |
56
-24
| -30% | -$857 | ﹤0.01% | 1328 |
|
|
2022
Q2 | $4K | Buy |
80
+35
| +78% | +$1.75K | ﹤0.01% | 1076 |
|
|
2022
Q1 | $2K | Buy |
45
+28
| +165% | +$1.24K | ﹤0.01% | 1418 |
|
|
2021
Q4 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 1381 |
|