WR Wealth Planners’s Halliburton HAL Stock Holding History

WR Wealth Planners’s Portfolio HAL Stock Details HAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$27.4K	Sell	1,008 -152	-13%	-$4.44K	0.01%	411
2024 Q3	$33.7K	Sell	1,160 -19	-2%	-$599	0.01%	393
2024 Q2	$39.8K	Buy	1,179 +19	+2%	+$701	0.01%	351
2024 Q1	$45.7K	Buy	+1,160	New	+$41.6K	0.01%	346
2023 Q4	–	Sell	-1,471	Closed	-$59.6K	–	467
2023 Q3	$59.6K	Hold	1,471	–	–	0.02%	297
2023 Q2	$48.5K	Buy	1,471 +315	+27%	+$9.95K	0.02%	319
2023 Q1	$36.6K	Buy	1,156 +956	+478%	+$35.4K	0.02%	361
2022 Q4	$7.87K	Hold	200	–	–	﹤0.01%	291
2022 Q3	$4.92K	Hold	200	–	–	﹤0.01%	314
2022 Q2	$6.27K	Hold	200	–	–	﹤0.01%	322
2022 Q1	$7.57K	Buy	+200	New	+$6.47K	﹤0.01%	325

Other funds holding HAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WR Wealth Planners's HAL Position: Q4 2024 in Review

WR Wealth Planners reduced its Halliburton (HAL) stake by 13% in Q4 2024, selling an estimated $4.44K and leaving 1,008 shares worth $27.4K. The position accounts for 0.01% of the portfolio, ranked #411.

WR Wealth Planners first reported a position in HAL in Q1 2022 and has held it in 11 quarters since. The position peaked at $59.6K in Q3 2023. 955 funds tracked by Wall St. Rank hold HAL as of Q4 2024.

WR Wealth Planners held 1,008 shares of Halliburton worth $27.4K as of Q4 2024.
WR Wealth Planners sold 152 Halliburton shares in Q4 2024, an estimated $4.44K.
Halliburton made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #411 holding.
WR Wealth Planners first reported a position in Halliburton in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Halliburton position peaked at $59.6K in Q3 2023.
955 funds tracked by Wall St. Rank held Halliburton as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.