Baker Tilly 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 | $1.29M | Sell |
4,860
-69
| -1% | -$18.4K | 0.46% | 37 |
|
|
2025
Q1 | $1.12M | Sell |
4,929
-30
| -0.6% | -$6.83K | 0.44% | 50 |
|
|
2024
Q4 | $1.23M | Buy |
4,959
+200
| +4% | +$49.4K | 0.48% | 42 |
|
|
2024
Q3 | $1.1M | Buy |
4,759
+890
| +23% | +$205K | 0.49% | 44 |
|
|
2024
Q2 | $844K | Buy |
3,869
+25
| +0.7% | +$5.46K | 0.35% | 68 |
|
|
2024
Q1 | $820K | Sell |
3,844
-113
| -3% | -$24.1K | 0.15% | 152 |
|
|
2023
Q4 | $721K | Sell |
3,957
-829
| -17% | -$151K | 0.12% | 192 |
|
|
2023
Q3 | $719K | Sell |
4,786
-6,059
| -56% | -$910K | 0.12% | 175 |
|
|
2023
Q2 | $1.58M | Buy |
10,845
+184
| +2% | +$26.8K | 0.17% | 132 |
|
|
2023
Q1 | $1.5M | Sell |
10,661
-293
| -3% | -$41.3K | 0.17% | 132 |
|
|
2022
Q4 | $1.38M | Buy |
10,954
+2,473
| +29% | +$312K | 0.17% | 136 |
|
|
2022
Q3 | $1.02M | Sell |
8,481
-513
| -6% | -$61.9K | 0.14% | 156 |
|
|
2022
Q2 | $1M | Buy |
8,994
+467
| +5% | +$52K | 0.13% | 170 |
|
|
2022
Q1 | $1.29M | Buy |
8,527
+1,423
| +20% | +$216K | 0.14% | 146 |
|
|
2021
Q4 | $1.11M | Buy |
7,104
+1,284
| +22% | +$200K | 0.12% | 178 |
|
|
2021
Q3 | $769K | Buy |
5,820
+2,465
| +73% | +$326K | 0.1% | 215 |
|
|
2021
Q2 | $405K | Buy |
3,355
+143
| +4% | +$17.3K | 0.07% | 329 |
|
|
2021
Q1 | $388K | Buy |
+3,212
| New | +$388K | 0.08% | 297 |
|