Montag & Associates’s Halozyme HALO Stock Holding History

Montag & Associates’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
2025 Q3	$4.85K	Buy
2025 Q2	$1.06K	Sell
2025 Q1	$1.53K	Hold
2024 Q4	$1.15K	Sell
2024 Q3	$1.55K	Sell
2024 Q2	$40.7K	Hold
2024 Q1	$31.6K	Buy
2023 Q4	$27.7K	Hold
2023 Q3	$28.6K	Hold
2023 Q2	$27.1K	Buy