Portside Wealth Group’s Halozyme HALO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $519K | Sell |
9,985
-660
| -6% | -$34.3K | 0.08% | 236 |
|
|
2025
Q1 | $679K | Buy |
10,645
+1,328
| +14% | +$84.7K | 0.11% | 195 |
|
|
2024
Q4 | $445K | Buy |
9,317
+194
| +2% | +$9.28K | 0.07% | 248 |
|
|
2024
Q3 | $522K | Buy |
9,123
+5,192
| +132% | +$297K | 0.09% | 219 |
|
|
2024
Q2 | $206K | Buy |
+3,931
| New | +$206K | 0.04% | 340 |
|
|
2023
Q4 | – | Sell |
-5,601
| Closed | -$214K | – | 372 |
|
|
2023
Q3 | $214K | Buy |
+5,601
| New | +$214K | 0.04% | 308 |
|