Unique Wealth Strategies’s Halliburton HAL Stock Holding History

Unique Wealth Strategies’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 Q3	–	Sell	-161	Closed	-$6.35K	–	400
2024 Q2	$6.35K	Buy	+161	New	+$5.94K	﹤0.01%	368

Other funds holding HAL

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Unique Wealth Strategies's HAL Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Halliburton (HAL) in Q3 2024, closing a stake of 161 shares — an estimated $6.35K sold.

Unique Wealth Strategies first reported a position in HAL in Q2 2024 and held it in 1 quarter. The position peaked at $6.35K in Q2 2024. 923 funds tracked by Wall St. Rank hold HAL as of Q3 2024.

Unique Wealth Strategies reported no remaining Halliburton position as of Q3 2024 after selling out during the quarter.
Unique Wealth Strategies sold 161 Halliburton shares in Q3 2024, an estimated $6.35K.
Unique Wealth Strategies first reported a position in Halliburton in Q2 2024 and held it in 1 quarter.
Unique Wealth Strategies's Halliburton position peaked at $6.35K in Q2 2024.
923 funds tracked by Wall St. Rank held Halliburton as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.