MWM
Moran Wealth Management’s Halliburton HAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-92,881
| Closed | -$2.7M | – | 432 |
|
|
2024
Q3 | $2.7M | Sell |
92,881
-92,179
| -50% | -$2.68M | 0.08% | 237 |
|
|
2024
Q2 | $6.25M | Buy |
185,060
+87,121
| +89% | +$2.94M | 0.21% | 146 |
|
|
2024
Q1 | $3.86M | Buy |
97,939
+1,892
| +2% | +$74.6K | 0.13% | 194 |
|
|
2023
Q4 | $3.47M | Sell |
96,047
-3,290
| -3% | -$119K | 0.12% | 199 |
|
|
2023
Q3 | $4.02M | Sell |
99,337
-3,308
| -3% | -$134K | 0.16% | 173 |
|
|
2023
Q2 | $3.39M | Sell |
102,645
-28,140
| -22% | -$928K | 0.13% | 187 |
|
|
2023
Q1 | $4.14M | Buy |
130,785
+23,458
| +22% | +$742K | 0.16% | 176 |
|
|
2022
Q4 | $4.22M | Buy |
+107,327
| New | +$4.22M | 0.16% | 169 |
|