Mount Yale Investment 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 | $242K | Sell |
4,661
-8,275
| -64% | -$430K | 0.02% | 513 |
|
|
2025
Q1 | $825K | Buy |
12,936
+7,263
| +128% | +$463K | 0.07% | 228 |
|
|
2024
Q4 | $271K | Sell |
5,673
-9,305
| -62% | -$445K | 0.02% | 463 |
|
|
2024
Q3 | $857K | Buy |
+14,978
| New | +$857K | 0.08% | 224 |
|
|
2023
Q1 | – | Sell |
-3,683
| Closed | -$210K | – | 497 |
|
|
2022
Q4 | $210K | Buy |
+3,683
| New | +$210K | 0.02% | 426 |
|