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DIVERSIFY WEALTH MANAGEMENT, LLC → HALO
DIVERSIFY WEALTH MANAGEMENT, LLC HALO Position History
Halozyme Therapeutics, Inc. • Healthcare
Quarters held
5
Latest value
$4.6M
Q3 2026
Peak value
$4.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.3M |
| Q4 2025 | $1.5M |
| Q1 2026 | $2M |
| Q2 2026 | $2.8M |
| Q3 2026 | $4.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.6M | 37.9K | — | — |
| Q2 2026 | $2.8M | 34.0K | — | — |
| Q1 2026 | $2M | 31.5K | — | — |
| Q4 2025 | $1.5M | 21.1K | — | — |
| Q3 2025 | $1.3M | 19.8K | — | — |
Other funds holding HALO
$545.3M
$405.4M
$405.4M
$319.1M
$251.9M
$236.6M
$176.7M
$148.6M