Heritage Wealth Advisors’s Halliburton HAL Stock Holding History

Heritage Wealth Advisors’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
2026 Q1	$15.6K	Buy	+400	New	+$13.8K	﹤0.01%	474
2025 Q1	–	Sell	-19	Closed	-$517	–	611
2024 Q4	$517	Buy	19 +3	+19%	+$88	﹤0.01%	596
2024 Q3	$465	Buy	+16	New	+$504	﹤0.01%	593
2021 Q3	–	Sell	-20	Closed	-$462	–	551
2021 Q2	$462	Hold	20	–	–	﹤0.01%	546
2021 Q1	$429	Hold	20	–	–	﹤0.01%	552
2020 Q4	$0	Buy	+20	New	+$310	﹤0.01%	550
2019 Q2	–	Sell	-99	Closed	-$2.9K	–	465
2019 Q1	$2.9K	Hold	99	–	–	﹤0.01%	403
2018 Q4	$2K	Hold	99	–	–	﹤0.01%	358
2018 Q3	$4K	Buy	+99	New	+$4.1K	﹤0.01%	336

Other funds holding HAL

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return