Congress 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 | $403K | Buy |
19,797
+3,043
| +18% | +$62K | ﹤0.01% | 990 |
|
|
2025
Q1 | $427K | Buy |
+16,754
| New | +$427K | 0.01% | 857 |
|
|
2024
Q3 | – | Sell |
-6,405
| Closed | -$216K | – | 852 |
|
|
2024
Q2 | $216K | Buy |
6,405
+350
| +6% | +$11.8K | ﹤0.01% | 689 |
|
|
2024
Q1 | $239K | Sell |
6,055
-1,093
| -15% | -$43.1K | ﹤0.01% | 546 |
|
|
2023
Q4 | $258K | Buy |
7,148
+135
| +2% | +$4.88K | ﹤0.01% | 553 |
|
|
2023
Q3 | $284K | Sell |
7,013
-8
| -0.1% | -$324 | 0.01% | 531 |
|
|
2023
Q2 | $232K | Sell |
7,021
-2
| -0% | -$66 | 0.01% | 517 |
|
|
2023
Q1 | $222K | Buy |
7,023
+10
| +0.1% | +$316 | 0.01% | 523 |
|
|
2022
Q4 | $276K | Buy |
+7,013
| New | +$276K | 0.01% | 496 |
|
|
2022
Q3 | – | Sell |
-7,013
| Closed | -$220K | – | 557 |
|
|
2022
Q2 | $220K | Sell |
7,013
-25,004
| -78% | -$784K | 0.01% | 520 |
|
|
2022
Q1 | $1.21M | Sell |
32,017
-34,996
| -52% | -$1.33M | 0.03% | 331 |
|
|
2021
Q4 | $1.53M | Buy |
+67,013
| New | +$1.53M | 0.03% | 325 |
|