Consilium Wealth Advisory’s Halliburton HAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-19,504
Closed -$659K 90
2024
Q2
$659K Sell
19,504
-524
-3% -$17.7K 0.36% 50
2024
Q1
$789K Buy
20,028
+1,947
+11% +$76.8K 0.44% 45
2023
Q4
$654K Sell
18,081
-396
-2% -$14.3K 0.39% 47
2023
Q3
$748K Buy
+18,477
New +$748K 0.52% 35