Congress Wealth Management’s Halliburton HAL Stock Holding History

Congress Wealth Management’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	$403K	Buy	19,797 +3,043	+18%	+$63.8K	﹤0.01%	990
2025 Q1	$427K	Buy	+16,754	New	+$441K	0.01%	857
2024 Q3	–	Sell	-6,405	Closed	-$216K	–	852
2024 Q2	$216K	Buy	6,405 +350	+6%	+$12.9K	﹤0.01%	689
2024 Q1	$239K	Sell	6,055 -1,093	-15%	-$39.2K	﹤0.01%	546
2023 Q4	$258K	Buy	7,148 +135	+2%	+$5.19K	﹤0.01%	553
2023 Q3	$284K	Sell	7,013 -8	-0.1%	-$313	0.01%	531
2023 Q2	$232K	Sell	7,021 -2	-0%	-$63	0.01%	517
2023 Q1	$222K	Buy	7,023 +10	+0.1%	+$370	0.01%	523
2022 Q4	$276K	Buy	+7,013	New	+$248K	0.01%	496
2022 Q3	–	Sell	-7,013	Closed	-$220K	–	557
2022 Q2	$220K	Sell	7,013 -25,004	-78%	-$932K	0.01%	520
2022 Q1	$1.21M	Sell	32,017 -34,996	-52%	-$1.13M	0.03%	331
2021 Q4	$1.53M	Buy	+67,013	New	+$1.59M	0.03%	327

Other funds holding HAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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 New York $1.66T AUM 25.57% 1-Year Est. Return