Atria Wealth Solutions’s Halliburton HAL Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$231K	Buy	11,358 +630	+6%	+$13.2K	0.01%	1296
2025 Q1	$272K	Sell	10,728 -9,642	-47%	-$254K	﹤0.01%	1529
2024 Q4	$554K	Buy	20,370 +8,874	+77%	+$259K	0.01%	1221
2024 Q3	$334K	Sell	11,496 -4,696	-29%	-$148K	﹤0.01%	1444
2024 Q2	$547K	Buy	16,192 +733	+5%	+$27.1K	0.01%	1200
2024 Q1	$609K	Buy	15,459 +692	+5%	+$24.8K	0.01%	1163
2023 Q4	$534K	Buy	14,767 +98	+0.7%	+$3.77K	0.01%	1173
2023 Q3	$594K	Sell	14,669 -21,102	-59%	-$827K	0.01%	1051
2023 Q2	$1.18M	Buy	35,771 +10,389	+41%	+$328K	0.02%	774
2023 Q1	$803K	Sell	25,382 -4,158	-14%	-$154K	0.01%	895
2022 Q4	$1.16M	Buy	29,540 +7,508	+34%	+$266K	0.02%	684
2022 Q3	$542K	Buy	22,032 +5,298	+32%	+$152K	0.01%	976
2022 Q2	$525K	Sell	16,734 -1,172	-7%	-$43.7K	0.01%	950
2022 Q1	$678K	Buy	+17,906	New	+$579K	0.01%	911

Other funds holding HAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return