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Planned Solutions’s Halliburton HAL Stock Holding History

Planned Solutions’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
2024
Q4 		– Sell
-200
Closed -$5.81K – 322
2024
Q3 		$5.81K Buy
+200
New +$6.31K ﹤0.01% 488
2024
Q1 		– Sell
-200
Closed -$7.23K – 271
2023
Q4 		$7.23K Buy
+200
New +$7.69K ﹤0.01% 448
2021
Q1 		– Sell
-200
Closed -$4K – 201
2020
Q4 		$4K Hold
200
– – ﹤0.01% 403
2020
Q3 		$2K Buy
+200
New +$2.9K ﹤0.01% 310

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Planned Solutions's HAL Position: Q4 2024 in Review

Planned Solutions sold out of Halliburton (HAL) in Q4 2024, closing a stake of 200 shares — an estimated $5.81K sold.

Planned Solutions first reported a position in HAL in Q3 2020 and held it in 4 quarters. The position peaked at $7.23K in Q4 2023. 954 funds tracked by Wall St. Rank hold HAL as of Q4 2024.

  • Planned Solutions reported no remaining Halliburton position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 200 Halliburton shares in Q4 2024, an estimated $5.81K.
  • Planned Solutions first reported a position in Halliburton in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's Halliburton position peaked at $7.23K in Q4 2023.
  • 954 funds tracked by Wall St. Rank held Halliburton as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.