Waverly Advisors’s Halliburton HAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $579K | Sell |
28,401
-96,199
| -77% | -$1.96M | 0.01% | 758 |
|
|
2025
Q1 | $3.16M | Buy |
124,600
+90,809
| +269% | +$2.3M | 0.04% | 380 |
|
|
2024
Q4 | $919K | Buy |
+33,791
| New | +$919K | 0.01% | 535 |
|
|
2024
Q3 | – | Sell |
-6,530
| Closed | -$221K | – | 814 |
|
|
2024
Q2 | $221K | Buy |
6,530
+901
| +16% | +$30.4K | ﹤0.01% | 744 |
|
|
2024
Q1 | $222K | Buy |
+5,629
| New | +$222K | 0.01% | 637 |
|
|
2018
Q4 | – | Sell |
-17,360
| Closed | -$704K | – | 157 |
|
|
2018
Q3 | $704K | Buy |
17,360
+2
| +0% | +$81 | 0.1% | 101 |
|
|
2018
Q2 | $782K | Buy |
17,358
+2
| +0% | +$90 | 0.12% | 93 |
|
|
2018
Q1 | $815K | Sell |
17,356
-3,878
| -18% | -$182K | 0.13% | 92 |
|
|
2017
Q4 | $1.04M | Buy |
21,234
+649
| +3% | +$31.7K | 0.15% | 97 |
|
|
2017
Q3 | $948K | Buy |
20,585
+580
| +3% | +$26.7K | 0.21% | 86 |
|
|
2017
Q2 | $854K | Hold |
20,005
| – | – | 0.21% | 85 |
|
|
2017
Q1 | $984K | Buy |
+20,005
| New | +$984K | 0.26% | 70 |
|
|
2015
Q1 | – | Sell |
-1,000
| Closed | -$39K | – | 376 |
|
|
2014
Q4 | $39K | Buy |
+1,000
| New | +$39K | 0.02% | 146 |
|
|
2014
Q1 | – | Sell |
-3,215
| Closed | -$163K | – | 761 |
|
|
2013
Q4 | $163K | Sell |
3,215
-293
| -8% | -$14.9K | 0.06% | 165 |
|
|
2013
Q3 | $169K | Buy |
+3,508
| New | +$169K | 0.09% | 112 |
|