Bartlett & Co Wealth Management’s Halliburton HAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.7K | Buy |
1,900
+993
| +109% | +$20.2K | ﹤0.01% | 699 |
|
|
2025
Q1 | $23K | Sell |
907
-458
| -34% | -$11.6K | ﹤0.01% | 796 |
|
|
2024
Q4 | $37.1K | Hold |
1,365
| – | – | ﹤0.01% | 705 |
|
|
2024
Q3 | $39.7K | Hold |
1,365
| – | – | ﹤0.01% | 701 |
|
|
2024
Q2 | $46.1K | Hold |
1,365
| – | – | ﹤0.01% | 673 |
|
|
2024
Q1 | $53.8K | Sell |
1,365
-285
| -17% | -$11.2K | ﹤0.01% | 652 |
|
|
2023
Q4 | $59.7K | Buy |
1,650
+100
| +6% | +$3.62K | ﹤0.01% | 667 |
|
|
2023
Q3 | $62.8K | Hold |
1,550
| – | – | ﹤0.01% | 619 |
|
|
2023
Q2 | $51.1K | Buy |
1,550
+650
| +72% | +$21.4K | ﹤0.01% | 663 |
|
|
2023
Q1 | $28.5K | Hold |
900
| – | – | ﹤0.01% | 656 |
|
|
2022
Q4 | $35.4K | Hold |
900
| – | – | ﹤0.01% | 626 |
|
|
2022
Q3 | $22.2K | Hold |
900
| – | – | ﹤0.01% | 685 |
|
|
2022
Q2 | $28.2K | Hold |
900
| – | – | ﹤0.01% | 675 |
|
|
2022
Q1 | $34.1K | Buy |
+900
| New | +$34.1K | ﹤0.01% | 656 |
|
|
2021
Q3 | – | Sell |
-100
| Closed | -$2.31K | – | 992 |
|
|
2021
Q2 | $2.31K | Hold |
100
| – | – | ﹤0.01% | 834 |
|
|
2021
Q1 | $2.15K | Sell |
100
-200
| -67% | -$4.29K | ﹤0.01% | 868 |
|
|
2020
Q4 | $5.67K | Hold |
300
| – | – | ﹤0.01% | 783 |
|
|
2020
Q3 | $3.62K | Sell |
300
-200
| -40% | -$2.41K | ﹤0.01% | 755 |
|
|
2020
Q2 | $6.49K | Buy |
+500
| New | +$6.49K | ﹤0.01% | 714 |
|
|
2020
Q1 | – | Sell |
-500
| Closed | -$12.2K | – | 867 |
|
|
2019
Q4 | $12.2K | Buy |
500
+67
| +15% | +$1.64K | ﹤0.01% | 709 |
|
|
2019
Q3 | $8.16K | Buy |
433
+300
| +226% | +$5.66K | ﹤0.01% | 751 |
|
|
2019
Q2 | $3.02K | Sell |
133
-15
| -10% | -$341 | ﹤0.01% | 654 |
|
|
2019
Q1 | $4.34K | Buy |
148
+15
| +11% | +$439 | ﹤0.01% | 621 |
|
|
2018
Q4 | $3.54K | Hold |
133
| – | – | ﹤0.01% | 639 |
|
|
2018
Q3 | $5.39K | Hold |
133
| – | – | ﹤0.01% | 636 |
|
|
2018
Q2 | $5.99K | Hold |
133
| – | – | ﹤0.01% | 626 |
|
|
2018
Q1 | $6.24K | Buy |
+133
| New | +$6.24K | ﹤0.01% | 643 |
|