Congress Wealth Management’s Halliburton HAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$403K Buy
2025
Q1
$427K Buy
2024
Q3
Sell
2024
Q2
$216K Buy
2024
Q1
$239K Sell
2023
Q4
$258K Buy
2023
Q3
$284K Sell
2023
Q2
$232K Sell
2023
Q1
$222K Buy
2022
Q4
$276K Buy
2022
Q3
Sell
2022
Q2
$220K Sell
2022
Q1
$1.21M Sell
2021
Q4
$1.53M Buy