Carson Wealth (CWM LLC)’s Hilton Worldwide HLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.33M | Buy |
16,261
+4,973
| +44% | +$1.32M | 0.02% | 636 |
|
|
2025
Q1 | $2.57M | Buy |
11,288
+1,047
| +10% | +$238K | 0.01% | 749 |
|
|
2024
Q4 | $2.53M | Buy |
10,241
+3,351
| +49% | +$828K | 0.01% | 692 |
|
|
2024
Q3 | $1.59M | Buy |
6,890
+294
| +4% | +$67.8K | 0.01% | 798 |
|
|
2024
Q2 | $1.44M | Buy |
6,596
+829
| +14% | +$181K | 0.01% | 737 |
|
|
2024
Q1 | $1.23M | Buy |
5,767
+1,668
| +41% | +$356K | 0.01% | 782 |
|
|
2023
Q4 | $746K | Buy |
4,099
+104
| +3% | +$18.9K | ﹤0.01% | 925 |
|
|
2023
Q3 | $600K | Buy |
3,995
+419
| +12% | +$62.9K | ﹤0.01% | 922 |
|
|
2023
Q2 | $520K | Buy |
3,576
+162
| +5% | +$23.6K | ﹤0.01% | 922 |
|
|
2023
Q1 | $481K | Buy |
3,414
+436
| +15% | +$61.4K | ﹤0.01% | 901 |
|
|
2022
Q4 | $376K | Buy |
2,978
+318
| +12% | +$40.2K | ﹤0.01% | 888 |
|
|
2022
Q3 | $321K | Buy |
2,660
+433
| +19% | +$52.3K | ﹤0.01% | 889 |
|
|
2022
Q2 | $248K | Buy |
2,227
+647
| +41% | +$72.1K | ﹤0.01% | 957 |
|
|
2022
Q1 | $240K | Buy |
1,580
+826
| +110% | +$125K | ﹤0.01% | 962 |
|
|
2021
Q4 | $118K | Buy |
+754
| New | +$118K | ﹤0.01% | 1227 |
|
|
2021
Q2 | $34K | Hold |
282
| – | – | ﹤0.01% | 1557 |
|
|
2021
Q1 | $34K | Hold |
282
| – | – | ﹤0.01% | 1557 |
|
|
2020
Q4 | $34K | Hold |
282
| – | – | ﹤0.01% | 1557 |
|
|
2020
Q3 | $34K | Hold |
282
| – | – | ﹤0.01% | 1557 |
|
|
2020
Q2 | $34K | Hold |
282
| – | – | ﹤0.01% | 1557 |
|
|
2020
Q1 | $34K | Hold |
282
| – | – | ﹤0.01% | 1557 |
|
|
2019
Q4 | $34K | Hold |
282
| – | – | ﹤0.01% | 1557 |
|
|
2019
Q3 | $34K | Hold |
282
| – | – | ﹤0.01% | 1557 |
|
|
2019
Q2 | $34K | Hold |
282
| – | – | ﹤0.01% | 1557 |
|
|
2019
Q1 | $34K | Sell |
282
-43
| -13% | -$5.18K | ﹤0.01% | 1557 |
|
|
2018
Q4 | $23K | Buy |
325
+235
| +261% | +$16.6K | ﹤0.01% | 1089 |
|
|
2018
Q3 | $7K | Sell |
90
-172
| -66% | -$13.4K | ﹤0.01% | 1244 |
|
|
2018
Q2 | $21K | Hold |
262
| – | – | ﹤0.01% | 824 |
|
|
2018
Q1 | $21K | Buy |
262
+154
| +143% | +$12.3K | ﹤0.01% | 694 |
|
|
2017
Q4 | $9K | Sell |
108
-6
| -5% | -$500 | ﹤0.01% | 911 |
|
|
2017
Q3 | $8K | Buy |
+114
| New | +$8K | ﹤0.01% | 941 |
|