Welch & Forbes’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 |
-7,600
| Closed | -$207K | – | 376 |
|
|
2024
Q4 | $207K | Hold |
7,600
| – | – | ﹤0.01% | 372 |
|
|
2024
Q3 | $221K | Hold |
7,600
| – | – | ﹤0.01% | 365 |
|
|
2024
Q2 | $250K | Hold |
7,600
| – | – | ﹤0.01% | 347 |
|
|
2024
Q1 | $300K | Hold |
7,600
| – | – | ﹤0.01% | 334 |
|
|
2023
Q4 | $275K | Hold |
7,600
| – | – | ﹤0.01% | 336 |
|
|
2023
Q3 | $308K | Hold |
7,600
| – | – | 0.01% | 327 |
|
|
2023
Q2 | $251K | Sell |
7,600
-430
| -5% | -$14.2K | ﹤0.01% | 346 |
|
|
2023
Q1 | $254K | Hold |
8,030
| – | – | ﹤0.01% | 343 |
|
|
2022
Q4 | $316K | Buy |
+8,030
| New | +$316K | 0.01% | 323 |
|
|
2022
Q3 | – | Sell |
-7,600
| Closed | -$238K | – | 374 |
|
|
2022
Q2 | $238K | Hold |
7,600
| – | – | ﹤0.01% | 354 |
|
|
2022
Q1 | $288K | Buy |
+7,600
| New | +$288K | ﹤0.01% | 339 |
|
|
2020
Q1 | – | Sell |
-8,200
| Closed | -$201K | – | 341 |
|
|
2019
Q4 | $201K | Buy |
+8,200
| New | +$201K | ﹤0.01% | 348 |
|
|
2019
Q3 | – | Sell |
-9,000
| Closed | -$205K | – | 351 |
|
|
2019
Q2 | $205K | Hold |
9,000
| – | – | 0.01% | 337 |
|
|
2019
Q1 | $264K | Hold |
9,000
| – | – | 0.01% | 313 |
|
|
2018
Q4 | $239K | Buy |
9,000
+390
| +5% | +$10.4K | 0.01% | 310 |
|
|
2018
Q3 | $349K | Sell |
8,610
-144
| -2% | -$5.84K | 0.01% | 288 |
|
|
2018
Q2 | $395K | Buy |
8,754
+210
| +2% | +$9.48K | 0.01% | 273 |
|
|
2018
Q1 | $401K | Buy |
8,544
+144
| +2% | +$6.76K | 0.01% | 275 |
|
|
2017
Q4 | $411K | Sell |
8,400
-3,825
| -31% | -$187K | 0.01% | 261 |
|
|
2017
Q3 | $563K | Hold |
12,225
| – | – | 0.01% | 229 |
|
|
2017
Q2 | $522K | Sell |
12,225
-919
| -7% | -$39.2K | 0.01% | 234 |
|
|
2017
Q1 | $647K | Sell |
13,144
-281
| -2% | -$13.8K | 0.02% | 218 |
|
|
2016
Q4 | $726K | Hold |
13,425
| – | – | 0.02% | 210 |
|
|
2016
Q3 | $603K | Hold |
13,425
| – | – | 0.02% | 194 |
|
|
2016
Q2 | $608K | Sell |
13,425
-250
| -2% | -$11.3K | 0.02% | 226 |
|
|
2016
Q1 | $488K | Buy |
13,675
+3,750
| +38% | +$134K | 0.02% | 245 |
|
|
2015
Q4 | $338K | Buy |
9,925
+225
| +2% | +$7.66K | 0.01% | 266 |
|
|
2015
Q3 | $343K | Buy |
9,700
+1,385
| +17% | +$49K | 0.01% | 275 |
|
|
2015
Q2 | $358K | Buy |
8,315
+215
| +3% | +$9.26K | 0.01% | 275 |
|
|
2015
Q1 | $355K | Sell |
8,100
-2,968
| -27% | -$130K | 0.01% | 275 |
|
|
2014
Q4 | $435K | Sell |
11,068
-200
| -2% | -$7.86K | 0.01% | 272 |
|
|
2014
Q3 | $727K | Buy |
11,268
+200
| +2% | +$12.9K | 0.02% | 227 |
|
|
2014
Q2 | $786K | Hold |
11,068
| – | – | 0.02% | 208 |
|
|
2014
Q1 | $652K | Sell |
11,068
-200
| -2% | -$11.8K | 0.02% | 231 |
|
|
2013
Q4 | $572K | Sell |
11,268
-300
| -3% | -$15.2K | 0.02% | 236 |
|
|
2013
Q3 | $557K | Buy |
11,568
+2,968
| +35% | +$143K | 0.02% | 243 |
|
|
2013
Q2 | $359K | Buy |
+8,600
| New | +$359K | 0.01% | 258 |
|