PFG Private Wealth Management’s Halliburton HAL Stock Holding History

PFG Private Wealth Management’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 Q2	–	Sell	-50	Closed	-$1.27K	–	132
2025 Q1	$1.27K	Sell	50 -18	-26%	-$473	﹤0.01%	240
2024 Q4	$1.83K	Sell	68 -49	-42%	-$1.43K	﹤0.01%	198
2024 Q3	$3.41K	Hold	117	–	–	﹤0.01%	180
2024 Q2	$3.96K	Hold	117	–	–	﹤0.01%	165
2024 Q1	$4.62K	Sell	117 -1	-0.8%	-$36	﹤0.01%	155
2023 Q4	$4.23K	Sell	118 -997	-89%	-$38.3K	﹤0.01%	164
2023 Q3	$45.2K	Sell	1,115 -1,737	-61%	-$68K	0.03%	95
2023 Q2	$94.1K	Buy	2,852 +10	+0.4%	+$316	0.06%	111
2023 Q1	$89.9K	Sell	2,842 -190	-6%	-$7.04K	0.06%	114
2022 Q4	$119K	Sell	3,032 -44	-1%	-$1.56K	0.07%	74
2022 Q3	$76K	Hold	3,076	–	–	0.05%	112
2022 Q2	$96K	Buy	3,076 +2,876	+1,438%	+$107K	0.05%	105
2022 Q1	$8K	Hold	200	–	–	﹤0.01%	210
2021 Q4	$5K	Hold	200	–	–	﹤0.01%	225
2021 Q3	$4K	Buy	+200	New	+$4.1K	﹤0.01%	217

Other funds holding HAL

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Sanders Capital

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

Geode Capital Management

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

Barrow, Hanley, Mewhinney & Strauss

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

Capital World Investors

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

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