Avantax Advisory Services’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 | $2.03M | Buy |
7,611
+1,713
| +29% | +$456K | 0.01% | 792 |
|
|
2025
Q1 | $1.34M | Buy |
5,898
+547
| +10% | +$124K | 0.01% | 943 |
|
|
2024
Q4 | $1.32M | Buy |
5,351
+213
| +4% | +$52.6K | 0.01% | 916 |
|
|
2024
Q3 | $1.18M | Buy |
5,138
+888
| +21% | +$205K | 0.01% | 939 |
|
|
2024
Q2 | $927K | Buy |
4,250
+2,624
| +161% | +$573K | 0.01% | 1019 |
|
|
2024
Q1 | $347K | Buy |
1,626
+6
| +0.4% | +$1.28K | ﹤0.01% | 1222 |
|
|
2023
Q4 | $295K | Buy |
1,620
+41
| +3% | +$7.47K | ﹤0.01% | 1242 |
|
|
2023
Q3 | $237K | Sell |
1,579
-194
| -11% | -$29.1K | ﹤0.01% | 1330 |
|
|
2023
Q2 | $258K | Sell |
1,773
-46
| -3% | -$6.7K | ﹤0.01% | 1260 |
|
|
2023
Q1 | $256K | Sell |
1,819
-32
| -2% | -$4.51K | ﹤0.01% | 1240 |
|
|
2022
Q4 | $234K | Buy |
+1,851
| New | +$234K | ﹤0.01% | 1236 |
|
|
2022
Q2 | – | Sell |
-2,281
| Closed | -$347K | – | 1340 |
|
|
2022
Q1 | $347K | Buy |
2,281
+775
| +51% | +$118K | ﹤0.01% | 937 |
|
|
2021
Q4 | $235K | Sell |
1,506
-75
| -5% | -$11.7K | ﹤0.01% | 1097 |
|
|
2021
Q3 | $209K | Buy |
+1,581
| New | +$209K | ﹤0.01% | 1097 |
|
|
2020
Q4 | – | Sell |
-3,594
| Closed | -$308K | – | 1116 |
|
|
2020
Q3 | $308K | Buy |
+3,594
| New | +$308K | ﹤0.01% | 1007 |
|