Marietta Wealth Management’s Halliburton HAL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-114,108
| Closed | -$4.5M | – | 110 |
|
2024
Q1 | $4.5M | Buy |
114,108
+1,726
| +2% | +$68K | 0.74% | 63 |
|
2023
Q4 | $4.06M | Sell |
112,382
-1,073
| -0.9% | -$38.8K | 0.72% | 67 |
|
2023
Q3 | $4.59M | Buy |
113,455
+2,617
| +2% | +$106K | 0.91% | 51 |
|
2023
Q2 | $3.66M | Buy |
110,838
+9,947
| +10% | +$328K | 0.69% | 65 |
|
2023
Q1 | $3.19M | Buy |
100,891
+783
| +0.8% | +$24.8K | 0.68% | 68 |
|
2022
Q4 | $3.94M | Buy |
100,108
+24,915
| +33% | +$980K | 0.89% | 53 |
|
2022
Q3 | $1.85M | Buy |
75,193
+7,202
| +11% | +$177K | 0.46% | 77 |
|
2022
Q2 | $2.13M | Buy |
+67,991
| New | +$2.13M | 0.52% | 72 |
|
2019
Q3 | – | Sell |
-67,429
| Closed | -$1.53M | – | 120 |
|
2019
Q2 | $1.53M | Buy |
67,429
+5,464
| +9% | +$124K | 0.6% | 66 |
|
2019
Q1 | $1.82M | Buy |
61,965
+16,320
| +36% | +$478K | 0.75% | 63 |
|
2018
Q4 | $1.21M | Sell |
45,645
-437
| -0.9% | -$11.6K | 0.58% | 65 |
|
2018
Q3 | $1.87M | Buy |
+46,082
| New | +$1.87M | 0.83% | 58 |
|