MGB Wealth Management’s Halliburton HAL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$306K Buy
14,985
+23
+0.2% +$470 0.1% 171
2025
Q1
$378K Sell
14,962
-962
-6% -$24.3K 0.14% 145
2024
Q4
$432K Sell
15,924
-4,227
-21% -$115K 0.13% 128
2024
Q3
$583K Buy
20,151
+4
+0% +$116 0.21% 103
2024
Q2
$681K Buy
20,147
+2
+0% +$68 0.25% 88
2024
Q1
$792K Buy
20,145
+3
+0% +$118 0.32% 78
2023
Q4
$728K Buy
+20,142
New +$728K 0.37% 78