Integrated Wealth Concepts’s Halliburton HAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.69M Buy
131,982
+26,605
+25% +$542K 0.03% 527
2025
Q1
$2.67M Buy
105,377
+20,702
+24% +$525K 0.03% 503
2024
Q4
$2.3M Buy
84,675
+484
+0.6% +$13.2K 0.03% 513
2024
Q3
$2.45M Buy
84,191
+29,146
+53% +$847K 0.03% 492
2024
Q2
$1.86M Buy
55,045
+12,674
+30% +$428K 0.03% 526
2024
Q1
$1.67M Buy
42,371
+7,445
+21% +$293K 0.02% 576
2023
Q4
$1.26M Buy
34,926
+308
+0.9% +$11.1K 0.02% 635
2023
Q3
$1.4M Sell
34,618
-24,242
-41% -$982K 0.02% 566
2023
Q2
$1.94M Buy
58,860
+15,100
+35% +$498K 0.03% 474
2023
Q1
$1.39M Sell
43,760
-627
-1% -$19.8K 0.03% 512
2022
Q4
$1.75M Sell
44,387
-24,254
-35% -$955K 0.05% 343
2022
Q3
$1.69M Buy
68,641
+10,181
+17% +$251K 0.05% 322
2022
Q2
$1.83M Sell
58,460
-2,867
-5% -$89.9K 0.06% 299
2022
Q1
$2.32M Sell
61,327
-107,765
-64% -$4.08M 0.07% 231
2021
Q4
$3.87M Sell
169,092
-9,522
-5% -$218K 0.12% 156
2021
Q3
$3.86M Sell
178,614
-35,917
-17% -$777K 0.13% 146
2021
Q2
$4.96M Buy
214,531
+3,767
+2% +$87.1K 0.18% 111
2021
Q1
$4.52M Buy
210,764
+49,944
+31% +$1.07M 0.19% 104
2020
Q4
$3.04M Buy
160,820
+31,736
+25% +$600K 0.14% 121
2020
Q3
$1.56M Buy
+129,084
New +$1.56M 0.1% 157