OWA
One Wealth Advisors’s Halozyme HALO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,443
| Closed | -$220K | – | 290 |
|
|
2025
Q1 | $220K | Buy |
+3,443
| New | +$220K | 0.03% | 263 |
|
|
2024
Q4 | – | Sell |
-3,596
| Closed | -$206K | – | 268 |
|
|
2024
Q3 | $206K | Buy |
+3,596
| New | +$206K | 0.03% | 255 |
|
|
2023
Q1 | – | Sell |
-358
| Closed | -$20.4K | – | 360 |
|
|
2022
Q4 | $20.4K | Buy |
+358
| New | +$20.4K | ﹤0.01% | 525 |
|