New Wave Wealth Advisors’s Halliburton HAL Stock Holding History

New Wave Wealth Advisors’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
2025 Q1	–	Sell	-13,774	Closed	-$375K	–	357
2024 Q4	$375K	Buy	+13,774	New	+$403K	0.15%	86
2024 Q3	–	Sell	-15,425	Closed	-$521K	–	157
2024 Q2	$521K	Buy	+15,425	New	+$569K	0.28%	59

Other funds holding HAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

New Wave Wealth Advisors's HAL Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Halliburton (HAL) in Q1 2025, closing a stake of 13,774 shares — an estimated $375K sold.

New Wave Wealth Advisors first reported a position in HAL in Q2 2024 and held it in 2 quarters. The position peaked at $521K in Q2 2024. 953 funds tracked by Wall St. Rank hold HAL as of Q1 2025.

New Wave Wealth Advisors reported no remaining Halliburton position as of Q1 2025 after selling out during the quarter.
New Wave Wealth Advisors sold 13,774 Halliburton shares in Q1 2025, an estimated $375K.
New Wave Wealth Advisors first reported a position in Halliburton in Q2 2024 and held it in 2 quarters.
New Wave Wealth Advisors's Halliburton position peaked at $521K in Q2 2024.
953 funds tracked by Wall St. Rank held Halliburton as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.