Spire Wealth Management’s Halozyme HALO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.39K | Sell |
142
-14,085
| -99% | -$733K | ﹤0.01% | 1821 |
|
|
2025
Q1 | $908K | Buy |
14,227
+14,085
| +9,919% | +$899K | 0.03% | 425 |
|
|
2024
Q4 | $6.79K | Hold |
142
| – | – | ﹤0.01% | 1964 |
|
|
2024
Q3 | $8.13K | Sell |
142
-44
| -24% | -$2.52K | ﹤0.01% | 1698 |
|
|
2024
Q2 | $9.74K | Hold |
186
| – | – | ﹤0.01% | 1642 |
|
|
2024
Q1 | $7.57K | Buy |
186
+70
| +60% | +$2.85K | ﹤0.01% | 1797 |
|
|
2023
Q4 | $3.96K | Sell |
116
-500
| -81% | -$17.1K | ﹤0.01% | 2015 |
|
|
2023
Q3 | $23.5K | Buy |
616
+116
| +23% | +$4.43K | ﹤0.01% | 1441 |
|
|
2023
Q2 | $18K | Hold |
500
| – | – | ﹤0.01% | 1629 |
|
|
2023
Q1 | $19.1K | Sell |
500
-23
| -4% | -$878 | ﹤0.01% | 1637 |
|
|
2022
Q4 | $30K | Sell |
523
-56
| -10% | -$3.21K | ﹤0.01% | 1196 |
|
|
2022
Q3 | $23K | Sell |
579
-162,607
| -100% | -$6.46M | ﹤0.01% | 1275 |
|
|
2022
Q2 | $7.18M | Buy |
+163,186
| New | +$7.18M | 0.3% | 88 |
|
|
2022
Q1 | – | Sell |
-2,013
| Closed | -$81K | – | 2668 |
|
|
2021
Q4 | $81K | Buy |
2,013
+1,952
| +3,200% | +$78.5K | ﹤0.01% | 1499 |
|
|
2021
Q3 | $2K | Buy |
+61
| New | +$2K | ﹤0.01% | 2461 |
|
|
2021
Q2 | – | Sell |
-2,013
| Closed | -$83K | – | 2737 |
|
|
2021
Q1 | $83K | Buy |
+2,013
| New | +$83K | ﹤0.01% | 1472 |
|