Waldron Private Wealth’s Halliburton HAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-30,012
| Closed | -$761K | – | 302 |
|
|
2025
Q1 | $761K | Sell |
30,012
-3,172
| -10% | -$80.5K | 0.04% | 154 |
|
|
2024
Q4 | $902K | Sell |
33,184
-416
| -1% | -$11.3K | 0.04% | 182 |
|
|
2024
Q3 | $976K | Buy |
33,600
+39
| +0.1% | +$1.13K | 0.04% | 164 |
|
|
2024
Q2 | $1.13M | Sell |
33,561
-456
| -1% | -$15.4K | 0.05% | 146 |
|
|
2024
Q1 | $1.34M | Sell |
34,017
-5,025
| -13% | -$198K | 0.06% | 129 |
|
|
2023
Q4 | $1.41M | Buy |
39,042
+32
| +0.1% | +$1.16K | 0.07% | 118 |
|
|
2023
Q3 | $1.58M | Buy |
39,010
+112
| +0.3% | +$4.54K | 0.08% | 109 |
|
|
2023
Q2 | $1.28M | Sell |
38,898
-1,031
| -3% | -$34K | 0.06% | 128 |
|
|
2023
Q1 | $1.26M | Buy |
39,929
+488
| +1% | +$15.4K | 0.06% | 141 |
|
|
2022
Q4 | $971K | Hold |
39,441
| – | – | 0.06% | 160 |
|
|
2022
Q3 | $971K | Buy |
39,441
+191
| +0.5% | +$4.7K | 0.06% | 160 |
|
|
2022
Q2 | $1.23M | Buy |
39,250
+328
| +0.8% | +$10.3K | 0.07% | 151 |
|
|
2022
Q1 | $1.47M | Buy |
38,922
+589
| +2% | +$22.3K | 0.08% | 136 |
|
|
2021
Q4 | $876K | Buy |
+38,333
| New | +$876K | 0.04% | 195 |
|
|
2014
Q4 | – | Sell |
-4,716
| Closed | -$304K | – | 129 |
|
|
2014
Q3 | $304K | Buy |
4,716
+868
| +23% | +$56K | 0.14% | 60 |
|
|
2014
Q2 | $273K | Buy |
+3,848
| New | +$273K | 0.13% | 82 |
|