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Global Wealth Strategies & Associates’s Halliburton HAL Stock Holding History

Global Wealth Strategies & Associates’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
Q3 		– Sell
-500
Closed -$10.2K – 488
2025
Q2 		$10.2K Hold
500
– – ﹤0.01% 224
2025
Q1 		$12.7K Hold
500
– – ﹤0.01% 234
2024
Q4 		$13.6K Buy
+500
New +$14.6K ﹤0.01% 199
2024
Q1 		– Sell
-15
Closed -$542 – 365
2023
Q4 		$542 Buy
+15
New +$577 ﹤0.01% 286

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Global Wealth Strategies & Associates's HAL Position: Q3 2025 in Review

Global Wealth Strategies & Associates sold out of Halliburton (HAL) in Q3 2025, closing a stake of 500 shares — an estimated $10.2K sold.

Global Wealth Strategies & Associates first reported a position in HAL in Q4 2023 and held it in 4 quarters. The position peaked at $13.6K in Q4 2024. 919 funds tracked by Wall St. Rank hold HAL as of Q3 2025.

  • Global Wealth Strategies & Associates reported no remaining Halliburton position as of Q3 2025 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 500 Halliburton shares in Q3 2025, an estimated $10.2K.
  • Global Wealth Strategies & Associates first reported a position in Halliburton in Q4 2023 and held it in 4 quarters.
  • Global Wealth Strategies & Associates's Halliburton position peaked at $13.6K in Q4 2024.
  • 919 funds tracked by Wall St. Rank held Halliburton as of Q3 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q3 2025, filed 2 Oct 2025.