Cassaday & Co 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 | $1.14M | Buy |
4,285
+46
| +1% | +$12.3K | 0.03% | 116 |
|
|
2025
Q1 | $965K | Hold |
4,239
| – | – | 0.03% | 121 |
|
|
2024
Q4 | $1.05M | Hold |
4,239
| – | – | 0.03% | 112 |
|
|
2024
Q3 | $977K | Sell |
4,239
-7
| -0.2% | -$1.61K | 0.03% | 113 |
|
|
2024
Q2 | $926K | Buy |
4,246
+124
| +3% | +$27.1K | 0.03% | 111 |
|
|
2024
Q1 | $879K | Buy |
4,122
+87
| +2% | +$18.6K | 0.03% | 115 |
|
|
2023
Q4 | $735K | Sell |
4,035
-5
| -0.1% | -$910 | 0.03% | 124 |
|
|
2023
Q3 | $607K | Buy |
4,040
+5
| +0.1% | +$751 | 0.03% | 131 |
|
|
2023
Q2 | $587K | Sell |
4,035
-13
| -0.3% | -$1.89K | 0.02% | 135 |
|
|
2023
Q1 | $570K | Sell |
4,048
-20
| -0.5% | -$2.82K | 0.02% | 144 |
|
|
2022
Q4 | $514K | Buy |
+4,068
| New | +$514K | 0.02% | 146 |
|