Montag & Associates’s Halozyme HALO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06K | Sell |
20
-4
| -17% | -$212 | ﹤0.01% | 904 |
|
|
2025
Q1 | $1.53K | Hold |
24
| – | – | ﹤0.01% | 917 |
|
|
2024
Q4 | $1.15K | Sell |
24
-3
| -11% | -$144 | ﹤0.01% | 937 |
|
|
2024
Q3 | $1.55K | Sell |
27
-750
| -97% | -$43K | ﹤0.01% | 936 |
|
|
2024
Q2 | $40.7K | Hold |
777
| – | – | ﹤0.01% | 622 |
|
|
2024
Q1 | $31.6K | Buy |
777
+27
| +4% | +$1.1K | ﹤0.01% | 647 |
|
|
2023
Q4 | $27.7K | Hold |
750
| – | – | ﹤0.01% | 661 |
|
|
2023
Q3 | $28.7K | Hold |
750
| – | – | ﹤0.01% | 624 |
|
|
2023
Q2 | $27.1K | Buy |
+750
| New | +$27.1K | ﹤0.01% | 638 |
|