9WM
HAL icon

9258 Wealth Management’s Halliburton HAL Stock Holding History

9258 Wealth Management’s Portfolio HAL Stock Details HAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$911K Sell
31,356
-4,153
-12% -$131K 0.13% 128
2024
Q2 		$1.2M Buy
35,509
+2,760
+8% +$102K 0.18% 106
2024
Q1 		$1.29M Buy
32,749
+1,870
+6% +$67K 0.2% 96
2023
Q4 		$1.12M Buy
30,879
+3,803
+14% +$146K 0.2% 105
2023
Q3 		$1.1M Buy
27,076
+2,900
+12% +$114K 0.21% 90
2023
Q2 		$798K Buy
24,176
+1,222
+5% +$38.6K 0.15% 127
2023
Q1 		$726K Sell
22,954
-379
-2% -$14K 0.15% 133
2022
Q4 		$918K Buy
23,333
+135
+0.6% +$4.78K 0.2% 101
2022
Q3 		$571K Buy
23,198
+245
+1% +$7.01K 0.15% 151
2022
Q2 		$720K Buy
22,953
+412
+2% +$15.4K 0.18% 134
2022
Q1 		$854K Buy
22,541
+1,552
+7% +$50.2K 0.2% 126
2021
Q4 		$480K Buy
20,989
+7,102
+51% +$168K 0.11% 200
2021
Q3 		$300K Buy
13,887
+588
+4% +$12K 0.08% 260
2021
Q2 		$307K Buy
13,299
+258
+2% +$5.73K 0.08% 257
2021
Q1 		$280K Buy
13,041
+1
+0% +$21 0.08% 258
2020
Q4 		$246K Sell
13,040
-5,009
-28% -$77.7K 0.08% 261
2020
Q3 		$218K Sell
18,049
-180
-1% -$2.61K 0.08% 259
2020
Q2 		$237K Sell
18,229
-301
-2% -$3.24K 0.1% 235
2020
Q1 		$165K Buy
18,530
+30
+0.2% +$522 0.07% 246
2019
Q4 		$453K Sell
18,500
-768
-4% -$16.2K 0.17% 159
2019
Q3 		$363K Buy
19,268
+10
+0.1% +$207 0.28% 114
2019
Q2 		$438K Buy
19,258
+1,034
+6% +$26.8K 0.35% 99
2019
Q1 		$534K Buy
18,224
+937
+5% +$28.3K 0.45% 75
2018
Q4 		$460K Buy
+17,287
New +$583K 0.44% 75

Other funds holding HAL

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

9258 Wealth Management's HAL Position: Q3 2024 in Review

9258 Wealth Management reduced its Halliburton (HAL) stake by 12% in Q3 2024, selling an estimated $131K and leaving 31,356 shares worth $911K. The position accounts for 0.13% of the portfolio, ranked #128.

9258 Wealth Management first reported a position in HAL in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.29M in Q1 2024. 922 funds tracked by Wall St. Rank hold HAL as of Q3 2024.

  • 9258 Wealth Management held 31,356 shares of Halliburton worth $911K as of Q3 2024.
  • 9258 Wealth Management sold 4,153 Halliburton shares in Q3 2024, an estimated $131K.
  • Halliburton made up 0.13% of 9258 Wealth Management's portfolio in Q3 2024, its #128 holding.
  • 9258 Wealth Management first reported a position in Halliburton in Q4 2018 and has held it in 24 quarters since.
  • 9258 Wealth Management's Halliburton position peaked at $1.29M in Q1 2024.
  • 922 funds tracked by Wall St. Rank held Halliburton as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.