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Carolinas Wealth Consulting’s Halliburton HAL Stock Holding History

Carolinas Wealth Consulting’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
-22
Closed -$558 – 389
2025
Q1 		$558 Buy
22
+10
+83% +$263 ﹤0.01% 960
2024
Q4 		$327 Sell
12
-40
-77% -$1.17K ﹤0.01% 1040
2024
Q3 		$1.51K Sell
52
-184
-78% -$5.8K ﹤0.01% 858
2024
Q2 		$7.97K Sell
236
-39
-14% -$1.44K ﹤0.01% 593
2024
Q1 		$10.8K Buy
275
+5
+2% +$179 ﹤0.01% 549
2023
Q4 		$9.76K Hold
270
– – ﹤0.01% 546
2023
Q3 		$10.6K Sell
270
-66
-20% -$2.58K ﹤0.01% 510
2023
Q2 		$11.1K Sell
336
-120
-26% -$3.79K ﹤0.01% 578
2023
Q1 		$14.4K Hold
456
– – ﹤0.01% 546
2022
Q4 		$17.9K Buy
456
+436
+2,180% +$15.4K ﹤0.01% 519
2022
Q3 		$0 Hold
20
– – ﹤0.01% 902
2022
Q2 		$1K Hold
20
– – ﹤0.01% 822
2022
Q1 		$1K Hold
20
– – ﹤0.01% 850
2021
Q4 		$0 Hold
20
– – ﹤0.01% 985
2021
Q3 		$0 Sell
20
-343
-94% -$7.03K ﹤0.01% 954
2021
Q2 		$8K Hold
363
– – ﹤0.01% 631
2021
Q1 		$8K Sell
363
-7
-2% -$146 ﹤0.01% 645
2020
Q4 		$7K Buy
370
+27
+8% +$419 ﹤0.01% 614
2020
Q3 		$4K Buy
+343
New +$4.97K ﹤0.01% 592

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

Carolinas Wealth Consulting's HAL Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Halliburton (HAL) in Q2 2025, closing a stake of 22 shares — an estimated $558 sold.

Carolinas Wealth Consulting first reported a position in HAL in Q3 2020 and held it in 19 quarters. The position peaked at $17.9K in Q4 2022. 901 funds tracked by Wall St. Rank hold HAL as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Halliburton position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 22 Halliburton shares in Q2 2025, an estimated $558.
  • Carolinas Wealth Consulting first reported a position in Halliburton in Q3 2020 and held it in 19 quarters.
  • Carolinas Wealth Consulting's Halliburton position peaked at $17.9K in Q4 2022.
  • 901 funds tracked by Wall St. Rank held Halliburton as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.