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Bosman Wealth Management’s Halliburton HAL Stock Holding History

Bosman Wealth Management’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 		– Sell
-29,073
Closed -$738K – 46
2025
Q1 		$738K Sell
29,073
-46,177
-61% -$1.21M 0.75% 30
2024
Q4 		$2.05M Buy
+75,250
New +$2.2M 1.97% 17

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bosman Wealth Management's HAL Position: Q2 2025 in Review

Bosman Wealth Management sold out of Halliburton (HAL) in Q2 2025, closing a stake of 29,073 shares — an estimated $738K sold.

Bosman Wealth Management first reported a position in HAL in Q4 2024 and held it in 2 quarters. The position peaked at $2.05M in Q4 2024. 900 funds tracked by Wall St. Rank hold HAL as of Q2 2025.

  • Bosman Wealth Management reported no remaining Halliburton position as of Q2 2025 after selling out during the quarter.
  • Bosman Wealth Management sold 29,073 Halliburton shares in Q2 2025, an estimated $738K.
  • Bosman Wealth Management first reported a position in Halliburton in Q4 2024 and held it in 2 quarters.
  • Bosman Wealth Management's Halliburton position peaked at $2.05M in Q4 2024.
  • 900 funds tracked by Wall St. Rank held Halliburton as of Q2 2025.

Based on Bosman Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.