AE Wealth Management’s Hilton Worldwide HLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Buy |
+1,132
| New | +$302K | ﹤0.01% | 1116 |
|
|
2024
Q1 | – | Sell |
-7,470
| Closed | -$1.44M | – | 1513 |
|
|
2023
Q4 | $1.44M | Sell |
7,470
-2,065
| -22% | -$398K | 0.01% | 1027 |
|
|
2023
Q3 | $1.43M | Sell |
9,535
-1,282
| -12% | -$193K | 0.01% | 957 |
|
|
2023
Q2 | $1.57M | Buy |
10,817
+1,101
| +11% | +$160K | 0.01% | 916 |
|
|
2023
Q1 | $1.37M | Sell |
9,716
-185
| -2% | -$26.1K | 0.01% | 926 |
|
|
2022
Q4 | $1.25M | Sell |
9,901
-293
| -3% | -$37K | 0.01% | 904 |
|
|
2022
Q3 | $1.23M | Buy |
10,194
+6,842
| +204% | +$826K | 0.01% | 867 |
|
|
2022
Q2 | $374K | Sell |
3,352
-3,350
| -50% | -$374K | ﹤0.01% | 1332 |
|
|
2022
Q1 | $1.02M | Buy |
6,702
+2,580
| +63% | +$392K | 0.01% | 907 |
|
|
2021
Q4 | $643K | Sell |
4,122
-502
| -11% | -$78.3K | ﹤0.01% | 1154 |
|
|
2021
Q3 | $611K | Sell |
4,624
-331
| -7% | -$43.7K | 0.01% | 1079 |
|
|
2021
Q2 | $598K | Sell |
4,955
-3,153
| -39% | -$381K | 0.01% | 1076 |
|
|
2021
Q1 | $980K | Buy |
8,108
+5,698
| +236% | +$689K | 0.01% | 772 |
|
|
2020
Q4 | $268K | Buy |
+2,410
| New | +$268K | ﹤0.01% | 1180 |
|
|
2020
Q3 | – | Sell |
-4,961
| Closed | -$364K | – | 1293 |
|
|
2020
Q2 | $364K | Sell |
4,961
-15,349
| -76% | -$1.13M | 0.01% | 963 |
|
|
2020
Q1 | $1.39M | Buy |
+20,310
| New | +$1.39M | 0.03% | 402 |
|