Perigon Wealth Management’s Halliburton HAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,326
| Closed | -$214K | – | 1051 |
|
|
2024
Q4 | $214K | Buy |
7,326
+159
| +2% | +$4.65K | 0.01% | 946 |
|
|
2024
Q3 | $208K | Buy |
+7,167
| New | +$208K | 0.01% | 922 |
|
|
2023
Q4 | – | Sell |
-6,572
| Closed | -$266K | – | 849 |
|
|
2023
Q3 | $266K | Buy |
+6,572
| New | +$266K | 0.01% | 633 |
|
|
2021
Q1 | – | Sell |
-1,065
| Closed | -$20K | – | 713 |
|
|
2020
Q4 | $20K | Buy |
+1,065
| New | +$20K | ﹤0.01% | 1039 |
|
|
2017
Q2 | – | Sell |
-2,049
| Closed | -$101K | – | 597 |
|
|
2017
Q1 | $101K | Buy |
2,049
+17
| +0.8% | +$838 | 0.02% | 301 |
|
|
2016
Q4 | $109K | Buy |
+2,032
| New | +$109K | 0.02% | 282 |
|