BSW Wealth Partners’s Halliburton HAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,636
| Closed | -$244K | – | 324 |
|
|
2025
Q1 | $244K | Buy |
+9,636
| New | +$244K | 0.04% | 262 |
|
|
2024
Q4 | – | Sell |
-10,565
| Closed | -$307K | – | 317 |
|
|
2024
Q3 | $307K | Buy |
10,565
+497
| +5% | +$14.4K | 0.05% | 223 |
|
|
2024
Q2 | $340K | Buy |
10,068
+779
| +8% | +$26.3K | 0.06% | 188 |
|
|
2024
Q1 | $366K | Buy |
+9,289
| New | +$366K | 0.06% | 182 |
|
|
2023
Q4 | – | Sell |
-6,639
| Closed | -$269K | – | 277 |
|
|
2023
Q3 | $269K | Sell |
6,639
-729
| -10% | -$29.5K | 0.06% | 191 |
|
|
2023
Q2 | $243K | Sell |
7,368
-16
| -0.2% | -$528 | 0.05% | 220 |
|
|
2023
Q1 | $234K | Sell |
7,384
-517
| -7% | -$16.4K | 0.05% | 265 |
|
|
2022
Q4 | $311K | Buy |
+7,901
| New | +$311K | 0.07% | 206 |
|
|
2017
Q3 | – | Sell |
-5,464
| Closed | -$233K | – | 90 |
|
|
2017
Q2 | $233K | Sell |
5,464
-532
| -9% | -$22.7K | 0.11% | 70 |
|
|
2017
Q1 | $295K | Sell |
5,996
-507
| -8% | -$24.9K | 0.15% | 55 |
|
|
2016
Q4 | $352K | Buy |
6,503
+6,207
| +2,097% | +$336K | 0.18% | 51 |
|
|
2016
Q3 | $6.6K | Sell |
296
-6,287
| -96% | -$140K | 0.23% | 41 |
|
|
2016
Q2 | $298K | Buy |
+6,583
| New | +$298K | 0.16% | 54 |
|