Laurel Wealth Advisors (North Carolina)’s Halliburton HAL Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2024 Q2	–	Sell	-1,130	Closed	-$44.5K	–	665
2024 Q1	$44.5K	Buy	+1,130	New	+$40.5K	0.01%	312
2021 Q3	–	Sell	-500	Closed	-$12K	–	692
2021 Q2	$12K	Hold	500	–	–	﹤0.01%	441
2021 Q1	$11K	Hold	500	–	–	﹤0.01%	413
2020 Q4	$9K	Hold	500	–	–	﹤0.01%	422
2020 Q3	$6K	Hold	500	–	–	﹤0.01%	415
2020 Q2	$6K	Buy	+500	New	+$5.39K	﹤0.01%	402
2019 Q2	–	Sell	-140	Closed	-$4K	–	520
2019 Q1	$4K	Sell	140 -126	-47%	-$3.81K	﹤0.01%	421
2018 Q4	$7K	Buy	+266	New	+$8.97K	﹤0.01%	386

Other funds holding HAL

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return

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