Koa Wealth Management’s Halozyme HALO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.71M | Buy |
90,521
+5,043
| +6% | +$262K | 3.74% | 6 |
|
|
2025
Q1 | $5.45M | Buy |
85,478
+3,071
| +4% | +$196K | 4.4% | 5 |
|
|
2024
Q4 | $3.94M | Buy |
82,407
+7,924
| +11% | +$379K | 3.22% | 6 |
|
|
2024
Q3 | $4.26M | Buy |
74,483
+915
| +1% | +$52.4K | 3.29% | 8 |
|
|
2024
Q2 | $3.85M | Sell |
73,568
-848
| -1% | -$44.4K | 3.26% | 8 |
|
|
2024
Q1 | $3.03M | Buy |
74,416
+9,503
| +15% | +$387K | 2.73% | 11 |
|
|
2023
Q4 | $2.4M | Buy |
+64,913
| New | +$2.4M | 2.37% | 14 |
|