SSW

Smith Shellnut Wilson’s Halliburton HAL Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-8,227	Closed	-$209K	–	143
2025 Q1	$209K	Hold	8,227	–	–	0.1%	136
2024 Q4	$224K	Hold	8,227	–	–	0.1%	134
2024 Q3	$239K	Hold	8,227	–	–	0.11%	130
2024 Q2	$278K	Hold	8,227	–	–	0.13%	108
2024 Q1	$324K	Hold	8,227	–	–	0.17%	91
2023 Q4	$297K	Hold	8,227	–	–	0.17%	96
2023 Q3	$333K	Hold	8,227	–	–	0.2%	88
2023 Q2	$271K	Hold	8,227	–	–	0.15%	109
2023 Q1	$260K	Hold	8,227	–	–	0.16%	108
2022 Q4	$324K	Sell	8,227 -865	-10%	-$34K	0.2%	92
2022 Q3	$224K	Hold	9,092	–	–	0.15%	110
2022 Q2	$285K	Sell	9,092 -2,592	-22%	-$81.2K	0.18%	101
2022 Q1	$442K	Sell	11,684 -375	-3%	-$14.2K	0.23%	78
2021 Q4	$276K	Hold	12,059	–	–	0.14%	130
2021 Q3	$261K	Hold	12,059	–	–	0.15%	120
2021 Q2	$279K	Hold	12,059	–	–	0.16%	111
2021 Q1	$259K	Hold	12,059	–	–	0.16%	115
2020 Q4	$228K	Hold	12,059	–	–	0.14%	115
2020 Q3	$145	Hold	12,059	–	–	0.05%	123
2020 Q2	$157K	Hold	12,059	–	–	0.11%	110
2020 Q1	$83K	Hold	12,059	–	–	0.07%	113
2019 Q4	$295K	Hold	12,059	–	–	0.2%	100
2019 Q3	$227K	Hold	12,059	–	–	0.17%	112
2019 Q2	$274K	Hold	12,059	–	–	0.21%	97
2019 Q1	$353K	Hold	12,059	–	–	0.28%	67
2018 Q4	$321K	Hold	12,059	–	–	0.34%	58
2018 Q3	$489K	Buy	+12,059	New	+$489K	0.44%	41
2018 Q1	$566K	Hold	12,059	–	–	0.49%	40
2017 Q4	$589K	Hold	12,059	–	–	0.5%	37
2017 Q3	$555K	Sell	12,059 -1,045	-8%	-$48.1K	0.49%	40
2017 Q2	$593K	Buy	13,104 +1,045	+9%	+$47.3K	0.62%	34
2017 Q1	$593K	Hold	12,059	–	–	0.55%	36
2016 Q4	$652K	Buy	+12,059	New	+$652K	0.63%	34