Venturi Wealth Management’s Halliburton HAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,533
Closed -$96.1K 1112
2024
Q4
$96.1K Buy
3,533
+1,915
+118% +$52.1K ﹤0.01% 796
2024
Q3
$47K Buy
1,618
+412
+34% +$12K ﹤0.01% 786
2024
Q2
$40.7K Buy
1,206
+194
+19% +$6.55K ﹤0.01% 725
2024
Q1
$39.9K Sell
1,012
-597
-37% -$23.5K ﹤0.01% 549
2023
Q4
$58.2K Buy
1,609
+143
+10% +$5.17K ﹤0.01% 473
2023
Q3
$59.4K Buy
1,466
+21
+1% +$851 ﹤0.01% 452
2023
Q2
$47.7K Buy
1,445
+10
+0.7% +$330 ﹤0.01% 431
2023
Q1
$45.4K Buy
+1,435
New +$45.4K ﹤0.01% 479