Morningstar Investment Services’s Halliburton HAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-55,117
| Closed | -$1.58M | – | 238 |
|
|
2024
Q3 | $1.58M | Buy |
55,117
+2,779
| +5% | +$79.6K | 0.02% | 185 |
|
|
2024
Q2 | $1.76M | Buy |
52,338
+392
| +0.8% | +$13.2K | 0.02% | 171 |
|
|
2024
Q1 | $2.02M | Sell |
51,946
-48,861
| -48% | -$1.9M | 0.02% | 158 |
|
|
2023
Q4 | $3.65M | Buy |
100,807
+51,107
| +103% | +$1.85M | 0.02% | 165 |
|
|
2023
Q3 | $2.08M | Buy |
49,700
+2,966
| +6% | +$124K | 0.03% | 158 |
|
|
2023
Q2 | $1.55M | Buy |
46,734
+4,920
| +12% | +$163K | 0.02% | 162 |
|
|
2023
Q1 | $1.3M | Buy |
41,814
+2,843
| +7% | +$88.7K | 0.02% | 163 |
|
|
2022
Q4 | $1.49M | Buy |
38,971
+1,128
| +3% | +$43K | 0.02% | 151 |
|
|
2022
Q3 | $1.37M | Sell |
37,843
-1,854
| -5% | -$67.3K | 0.02% | 149 |
|
|
2022
Q2 | $1.29M | Buy |
39,697
+9,848
| +33% | +$320K | 0.02% | 159 |
|
|
2022
Q1 | $1.14M | Sell |
29,849
-4,399
| -13% | -$168K | 0.01% | 173 |
|
|
2021
Q4 | $783K | Buy |
34,248
+5,921
| +21% | +$135K | 0.01% | 182 |
|
|
2021
Q3 | $629K | Buy |
28,327
+2,445
| +9% | +$54.3K | 0.01% | 183 |
|
|
2021
Q2 | $587K | Buy |
25,882
+3,915
| +18% | +$88.8K | 0.01% | 182 |
|
|
2021
Q1 | $472K | Buy |
21,967
+2,143
| +11% | +$46K | 0.01% | 182 |
|
|
2020
Q4 | $375K | Sell |
19,824
-90
| -0.5% | -$1.7K | 0.01% | 175 |
|
|
2020
Q3 | $241K | Buy |
19,914
+378
| +2% | +$4.58K | ﹤0.01% | 188 |
|
|
2020
Q2 | $243K | Sell |
19,536
-678
| -3% | -$8.43K | ﹤0.01% | 185 |
|
|
2020
Q1 | $129K | Sell |
20,214
-2,989
| -13% | -$19.1K | ﹤0.01% | 206 |
|
|
2019
Q4 | $568K | Sell |
23,203
-6,463
| -22% | -$158K | 0.01% | 145 |
|
|
2019
Q3 | $559K | Sell |
29,666
-856
| -3% | -$16.1K | 0.01% | 143 |
|
|
2019
Q2 | $694K | Buy |
30,522
+15,894
| +109% | +$361K | 0.01% | 157 |
|
|
2019
Q1 | $429K | Sell |
14,628
-928
| -6% | -$27.2K | 0.01% | 162 |
|
|
2018
Q4 | $413K | Sell |
15,556
-7,908
| -34% | -$210K | 0.01% | 161 |
|
|
2018
Q3 | $951K | Sell |
23,464
-1,406
| -6% | -$57K | 0.02% | 137 |
|
|
2018
Q2 | $1.12M | Sell |
24,870
-1,999
| -7% | -$90.1K | 0.02% | 137 |
|
|
2018
Q1 | $1.26M | Sell |
26,869
-7,141
| -21% | -$335K | 0.02% | 136 |
|
|
2017
Q4 | $1.66M | Sell |
34,010
-74
| -0.2% | -$3.62K | 0.03% | 135 |
|
|
2017
Q3 | $1.57M | Buy |
34,084
+1,723
| +5% | +$79.3K | 0.03% | 133 |
|
|
2017
Q2 | $1.38M | Sell |
32,361
-9
| -0% | -$384 | 0.03% | 131 |
|
|
2017
Q1 | $1.59M | Sell |
32,370
-2,877
| -8% | -$142K | 0.04% | 128 |
|
|
2016
Q4 | $1.91M | Sell |
35,247
-2,899
| -8% | -$157K | 0.06% | 126 |
|
|
2016
Q3 | $1.71M | Buy |
38,146
+812
| +2% | +$36.4K | 0.05% | 151 |
|
|
2016
Q2 | $1.7M | Sell |
37,334
-26,244
| -41% | -$1.2M | 0.05% | 146 |
|
|
2016
Q1 | $2.27M | Sell |
63,578
-52,248
| -45% | -$1.87M | 0.08% | 149 |
|
|
2015
Q4 | $3.94M | Buy |
115,826
+14,742
| +15% | +$502K | 0.16% | 116 |
|
|
2015
Q3 | $3.57M | Buy |
101,084
+61,514
| +155% | +$2.17M | 0.15% | 118 |
|
|
2015
Q2 | $1.7M | Buy |
39,570
+27,095
| +217% | +$1.17M | 0.07% | 148 |
|
|
2015
Q1 | $547K | Buy |
12,475
+2
| +0% | +$88 | 0.02% | 173 |
|
|
2014
Q4 | $491K | Buy |
12,473
+2,752
| +28% | +$108K | 0.02% | 182 |
|
|
2014
Q3 | $627K | Sell |
9,721
-2,457
| -20% | -$158K | 0.03% | 169 |
|
|
2014
Q2 | $865K | Sell |
12,178
-35
| -0.3% | -$2.49K | 0.05% | 145 |
|
|
2014
Q1 | $719K | Buy |
12,213
+101
| +0.8% | +$5.95K | 0.05% | 147 |
|
|
2013
Q4 | $615K | Buy |
12,112
+1
| +0% | +$51 | 0.05% | 164 |
|
|
2013
Q3 | $595K | Sell |
12,111
-398
| -3% | -$19.6K | 0.05% | 159 |
|
|
2013
Q2 | $522K | Buy |
+12,509
| New | +$522K | 0.05% | 157 |
|