West Oak Capital’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 |
-2,700
| Closed | -$685 | – | 307 |
|
2025
Q1 | $685 | Sell |
2,700
-50
| -2% | -$13 | 0.03% | 162 |
|
2024
Q4 | $748K | Hold |
2,750
| – | – | 0.03% | 161 |
|
2024
Q3 | $799 | Hold |
2,750
| – | – | 0.01% | 160 |
|
2024
Q2 | $92.9K | Buy |
2,750
+750
| +38% | +$25.3K | 0.04% | 153 |
|
2024
Q1 | $79K | Hold |
2,000
| – | – | 0.03% | 164 |
|
2023
Q4 | $69K | Hold |
2,000
| – | – | 0.03% | 169 |
|
2023
Q3 | $81K | Hold |
2,000
| – | – | 0.04% | 156 |
|
2023
Q2 | $66K | Hold |
2,000
| – | – | 0.03% | 163 |
|
2023
Q1 | $63.3K | Buy |
2,000
+350
| +21% | +$11.1K | 0.03% | 163 |
|
2022
Q4 | $65K | Sell |
1,650
-150
| -8% | -$5.91K | 0.03% | 154 |
|
2022
Q3 | $44K | Sell |
1,800
-150
| -8% | -$3.67K | 0.02% | 173 |
|
2022
Q2 | $61K | Hold |
1,950
| – | – | 0.03% | 163 |
|
2022
Q1 | $74K | Buy |
1,950
+200
| +11% | +$7.59K | 0.03% | 166 |
|
2021
Q4 | $40K | Buy |
+1,750
| New | +$40K | 0.01% | 197 |
|
2017
Q2 | – | Sell |
-121
| Closed | -$5.95K | – | 356 |
|
2017
Q1 | $5.95K | Buy |
+121
| New | +$5.95K | ﹤0.01% | 323 |
|