Baron 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
Q2 | – | Sell |
-7,318
| Closed | -$288K | – | 194 |
|
2024
Q1 | $288K | Sell |
7,318
-19
| -0.3% | -$749 | 0.15% | 125 |
|
2023
Q4 | $265K | Sell |
7,337
-2,197
| -23% | -$79.4K | 0.15% | 128 |
|
2023
Q3 | $386K | Sell |
9,534
-2,204
| -19% | -$89.3K | 0.25% | 63 |
|
2023
Q2 | $387K | Buy |
11,738
+1,683
| +17% | +$55.5K | 0.25% | 65 |
|
2023
Q1 | $318K | Sell |
10,055
-719
| -7% | -$22.7K | 0.23% | 74 |
|
2022
Q4 | $424K | Buy |
+10,774
| New | +$424K | 0.33% | 52 |
|