PPWM
PFG Private Wealth Management’s Halliburton HAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-50
| Closed | -$1.27K | – | 132 |
|
|
2025
Q1 | $1.27K | Sell |
50
-18
| -26% | -$457 | ﹤0.01% | 240 |
|
|
2024
Q4 | $1.84K | Sell |
68
-49
| -42% | -$1.32K | ﹤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% | -$39 | ﹤0.01% | 155 |
|
|
2023
Q4 | $4.23K | Sell |
118
-997
| -89% | -$35.8K | ﹤0.01% | 164 |
|
|
2023
Q3 | $45.2K | Sell |
1,115
-1,737
| -61% | -$70.4K | 0.03% | 95 |
|
|
2023
Q2 | $94.1K | Buy |
2,852
+10
| +0.4% | +$330 | 0.06% | 111 |
|
|
2023
Q1 | $89.9K | Sell |
2,842
-190
| -6% | -$6.01K | 0.06% | 114 |
|
|
2022
Q4 | $119K | Sell |
3,032
-44
| -1% | -$1.73K | 0.07% | 74 |
|
|
2022
Q3 | $76K | Hold |
3,076
| – | – | 0.05% | 112 |
|
|
2022
Q2 | $96K | Buy |
3,076
+2,876
| +1,438% | +$89.8K | 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 | +$4K | ﹤0.01% | 217 |
|