Baldwin Wealth Partners’s Halliburton HAL Stock Holding History

Baldwin Wealth Partners’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 Q4	–	Sell	-1,106	Closed	-$32.1K	–	570
2024 Q3	$32.1K	Buy	+1,106	New	+$34.9K	﹤0.01%	620
2023 Q4	–	Sell	-53	Closed	-$2.15K	–	750
2023 Q3	$2.15K	Hold	53	–	–	﹤0.01%	679
2023 Q2	$1.75K	Sell	53 -54	-50%	-$1.71K	﹤0.01%	704
2023 Q1	$3.38K	Hold	107	–	–	﹤0.01%	704
2022 Q4	$4.21K	Buy	+107	New	+$3.79K	﹤0.01%	674
2017 Q4	–	Sell	-50	Closed	-$2K	–	485
2017 Q3	$2K	Buy	+50	New	+$2.1K	﹤0.01%	464
2016 Q2	–	Sell	-2,500	Closed	-$89K	–	464
2016 Q1	$89K	Buy	+2,500	New	+$81.6K	0.02%	249

Other funds holding HAL

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

Capital World Investors

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 Malvern, Pennsylvania $34.9B 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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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