Pinnacle Wealth Planning Services’s Halozyme HALO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,588
Closed -$229K 468
2025
Q1
$229K Buy
+3,588
New +$229K 0.03% 326
2021
Q1
Sell
-881
Closed -$38K 1016
2020
Q4
$38K Buy
+881
New +$38K 0.01% 912