Carson Wealth (CWM LLC)’s Halliburton HAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.77M | Buy |
234,049
+150,120
| +179% | +$3.06M | 0.02% | 600 |
|
|
2025
Q1 | $2.13M | Buy |
83,929
+48,592
| +138% | +$1.23M | 0.01% | 810 |
|
|
2024
Q4 | $961K | Buy |
35,337
+2,971
| +9% | +$80.8K | ﹤0.01% | 1106 |
|
|
2024
Q3 | $940K | Buy |
32,366
+3,224
| +11% | +$93.6K | ﹤0.01% | 1075 |
|
|
2024
Q2 | $984K | Buy |
29,142
+4,876
| +20% | +$165K | ﹤0.01% | 895 |
|
|
2024
Q1 | $957K | Sell |
24,266
-125
| -0.5% | -$4.93K | ﹤0.01% | 874 |
|
|
2023
Q4 | $882K | Buy |
24,391
+1,138
| +5% | +$41.2K | ﹤0.01% | 861 |
|
|
2023
Q3 | $942K | Buy |
23,253
+1,910
| +9% | +$77.4K | 0.01% | 780 |
|
|
2023
Q2 | $704K | Buy |
21,343
+3,662
| +21% | +$121K | ﹤0.01% | 831 |
|
|
2023
Q1 | $559K | Sell |
17,681
-2,840
| -14% | -$89.8K | ﹤0.01% | 857 |
|
|
2022
Q4 | $807K | Buy |
20,521
+7,673
| +60% | +$302K | 0.01% | 669 |
|
|
2022
Q3 | $316K | Buy |
12,848
+1,067
| +9% | +$26.2K | ﹤0.01% | 895 |
|
|
2022
Q2 | $369K | Buy |
11,781
+890
| +8% | +$27.9K | ﹤0.01% | 821 |
|
|
2022
Q1 | $412K | Sell |
10,891
-2,852
| -21% | -$108K | ﹤0.01% | 777 |
|
|
2021
Q4 | $314K | Buy |
+13,743
| New | +$314K | ﹤0.01% | 850 |
|
|
2021
Q2 | $224K | Hold |
9,668
| – | – | ﹤0.01% | 863 |
|
|
2021
Q1 | $224K | Hold |
9,668
| – | – | ﹤0.01% | 863 |
|
|
2020
Q4 | $224K | Hold |
9,668
| – | – | ﹤0.01% | 863 |
|
|
2020
Q3 | $224K | Hold |
9,668
| – | – | ﹤0.01% | 863 |
|
|
2020
Q2 | $224K | Hold |
9,668
| – | – | ﹤0.01% | 863 |
|
|
2020
Q1 | $224K | Hold |
9,668
| – | – | ﹤0.01% | 863 |
|
|
2019
Q4 | $224K | Hold |
9,668
| – | – | ﹤0.01% | 863 |
|
|
2019
Q3 | $224K | Hold |
9,668
| – | – | ﹤0.01% | 863 |
|
|
2019
Q2 | $224K | Hold |
9,668
| – | – | ﹤0.01% | 863 |
|
|
2019
Q1 | $224K | Sell |
9,668
-183,834
| -95% | -$4.26M | ﹤0.01% | 863 |
|
|
2018
Q4 | $5.14M | Sell |
193,502
-505,481
| -72% | -$13.4M | 0.13% | 152 |
|
|
2018
Q3 | $28.3M | Buy |
698,983
+535,866
| +329% | +$21.7M | 0.72% | 28 |
|
|
2018
Q2 | $7.35M | Buy |
163,117
+49,042
| +43% | +$2.21M | 0.24% | 101 |
|
|
2018
Q1 | $5.36M | Sell |
114,075
-565,129
| -83% | -$26.5M | 0.21% | 95 |
|
|
2017
Q4 | $33.2M | Buy |
679,204
+649,371
| +2,177% | +$31.7M | 1.47% | 18 |
|
|
2017
Q3 | $1.37M | Buy |
29,833
+554
| +2% | +$25.5K | 0.06% | 182 |
|
|
2017
Q2 | $1.25M | Buy |
29,279
+1,740
| +6% | +$74.3K | 0.06% | 184 |
|
|
2017
Q1 | $1.36M | Buy |
27,539
+1,814
| +7% | +$89.3K | 0.08% | 168 |
|
|
2016
Q4 | $1.39M | Buy |
25,725
+561
| +2% | +$30.3K | 0.09% | 162 |
|
|
2016
Q3 | $1.13M | Buy |
25,164
+25,052
| +22,368% | +$1.12M | 0.08% | 165 |
|
|
2016
Q2 | $5K | Buy |
112
+22
| +24% | +$982 | ﹤0.01% | 622 |
|
|
2016
Q1 | $3K | Sell |
90
-19
| -17% | -$633 | ﹤0.01% | 651 |
|
|
2015
Q4 | $4K | Buy |
109
+12
| +12% | +$440 | ﹤0.01% | 546 |
|
|
2015
Q3 | $3K | Buy |
+97
| New | +$3K | ﹤0.01% | 548 |
|
|
2014
Q4 | – | Sell |
-90,031
| Closed | -$5.81M | – | 182 |
|
|
2014
Q3 | $5.81M | Buy |
90,031
+3,660
| +4% | +$236K | 0.84% | 35 |
|
|
2014
Q2 | $6.13M | Buy |
86,371
+8,107
| +10% | +$576K | 1.1% | 30 |
|
|
2014
Q1 | $4.61M | Buy |
78,264
+11,535
| +17% | +$679K | 0.63% | 45 |
|
|
2013
Q4 | $3.38M | Sell |
66,729
-2,122
| -3% | -$108K | 0.53% | 45 |
|
|
2013
Q3 | $3.32M | Buy |
+68,851
| New | +$3.32M | 0.87% | 35 |
|