9258 Wealth Management’s Halliburton HAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $911K | Sell |
31,356
-4,153
| -12% | -$121K | 0.13% | 128 |
|
|
2024
Q2 | $1.2M | Buy |
35,509
+2,760
| +8% | +$93.2K | 0.18% | 106 |
|
|
2024
Q1 | $1.29M | Buy |
32,749
+1,870
| +6% | +$73.7K | 0.2% | 96 |
|
|
2023
Q4 | $1.12M | Buy |
30,879
+3,803
| +14% | +$137K | 0.2% | 105 |
|
|
2023
Q3 | $1.1M | Buy |
27,076
+2,900
| +12% | +$117K | 0.21% | 90 |
|
|
2023
Q2 | $798K | Buy |
24,176
+1,222
| +5% | +$40.3K | 0.15% | 127 |
|
|
2023
Q1 | $726K | Sell |
22,954
-379
| -2% | -$12K | 0.15% | 133 |
|
|
2022
Q4 | $918K | Buy |
23,333
+135
| +0.6% | +$5.31K | 0.2% | 101 |
|
|
2022
Q3 | $571K | Buy |
23,198
+245
| +1% | +$6.03K | 0.15% | 151 |
|
|
2022
Q2 | $720K | Buy |
22,953
+412
| +2% | +$12.9K | 0.18% | 134 |
|
|
2022
Q1 | $854K | Buy |
22,541
+1,552
| +7% | +$58.8K | 0.2% | 126 |
|
|
2021
Q4 | $480K | Buy |
20,989
+7,102
| +51% | +$162K | 0.11% | 200 |
|
|
2021
Q3 | $300K | Buy |
13,887
+588
| +4% | +$12.7K | 0.08% | 260 |
|
|
2021
Q2 | $307K | Buy |
13,299
+258
| +2% | +$5.96K | 0.08% | 257 |
|
|
2021
Q1 | $280K | Buy |
13,041
+1
| +0% | +$21 | 0.08% | 258 |
|
|
2020
Q4 | $246K | Sell |
13,040
-5,009
| -28% | -$94.5K | 0.08% | 261 |
|
|
2020
Q3 | $218K | Sell |
18,049
-180
| -1% | -$2.17K | 0.08% | 259 |
|
|
2020
Q2 | $237K | Sell |
18,229
-301
| -2% | -$3.91K | 0.1% | 235 |
|
|
2020
Q1 | $165K | Buy |
18,530
+30
| +0.2% | +$267 | 0.07% | 246 |
|
|
2019
Q4 | $453K | Sell |
18,500
-768
| -4% | -$18.8K | 0.17% | 159 |
|
|
2019
Q3 | $363K | Buy |
19,268
+10
| +0.1% | +$188 | 0.28% | 114 |
|
|
2019
Q2 | $438K | Buy |
19,258
+1,034
| +6% | +$23.5K | 0.35% | 99 |
|
|
2019
Q1 | $534K | Buy |
18,224
+937
| +5% | +$27.5K | 0.45% | 75 |
|
|
2018
Q4 | $460K | Buy |
+17,287
| New | +$460K | 0.44% | 75 |
|