Chicago Partners Investment Group’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 | $219K | Buy |
+820
| New | +$219K | 0.01% | 1002 |
|
2025
Q1 | – | Sell |
-1,130
| Closed | -$275K | – | 957 |
|
2024
Q4 | $275K | Buy |
+1,130
| New | +$275K | 0.01% | 686 |
|
2018
Q4 | – | Sell |
-2,920
| Closed | -$200K | – | 581 |
|
2018
Q3 | $200K | Buy |
2,920
+1,460
| +100% | +$100K | 0.03% | 303 |
|
2018
Q2 | $116K | Hold |
1,460
| – | – | 0.02% | 361 |
|
2018
Q1 | $115K | Hold |
1,460
| – | – | 0.02% | 324 |
|
2017
Q4 | $117K | Hold |
1,460
| – | – | 0.02% | 340 |
|
2017
Q3 | $101K | Hold |
1,460
| – | – | 0.02% | 345 |
|
2017
Q2 | $90K | Buy |
+1,460
| New | +$90K | 0.02% | 293 |
|