OHWA
Oak Hill Wealth Advisors’s Halozyme HALO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $597K | Hold |
10,700
| – | – | 0.12% | 89 |
|
|
2025
Q1 | $683K | Sell |
10,700
-100
| -0.9% | -$6.38K | 0.16% | 64 |
|
|
2024
Q4 | $516K | Buy |
+10,800
| New | +$516K | 0.12% | 85 |
|
|
2024
Q3 | – | Sell |
-10,800
| Closed | -$565K | – | 49 |
|
|
2024
Q2 | $565K | Buy |
+10,800
| New | +$565K | 0.17% | 57 |
|
|
2024
Q1 | – | Sell |
-12,500
| Closed | -$462K | – | 41 |
|
|
2023
Q4 | $462K | Hold |
12,500
| – | – | 0.16% | 63 |
|
|
2023
Q3 | $478K | Hold |
12,500
| – | – | 0.18% | 62 |
|
|
2023
Q2 | $451K | Hold |
12,500
| – | – | 0.17% | 63 |
|
|
2023
Q1 | $477K | Hold |
12,500
| – | – | 0.19% | 63 |
|
|
2022
Q4 | $711K | Buy |
+12,500
| New | +$711K | 0.29% | 52 |
|