Bison Wealth’s Hilton Worldwide HLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-5,720
Closed -$1.32M 367
2024
Q3
$1.32M Buy
5,720
+108
+2% +$24.9K 0.21% 116
2024
Q2
$1.2M Hold
5,612
0.19% 123
2024
Q1
$1.2M Sell
5,612
-560
-9% -$119K 0.19% 123
2023
Q4
$1.12M Buy
6,172
+179
+3% +$32.6K 0.2% 118
2023
Q3
$900K Sell
5,993
-27
-0.4% -$4.06K 0.17% 134
2023
Q2
$876K Buy
6,020
+225
+4% +$32.7K 0.16% 137
2023
Q1
$821K Sell
5,795
-1,870
-24% -$265K 0.25% 111
2022
Q4
$1.1M Sell
7,665
-918
-11% -$131K 0.35% 89
2022
Q3
$1.04M Buy
+8,583
New +$1.04M 0.41% 75