Choate Investment Advisors’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 | $3.31M | Buy |
12,445
+464
| +4% | +$124K | 0.07% | 110 |
|
2025
Q1 | $2.73M | Sell |
11,981
-2,422
| -17% | -$551K | 0.07% | 114 |
|
2024
Q4 | $3.56M | Buy |
14,403
+3,194
| +28% | +$789K | 0.09% | 104 |
|
2024
Q3 | $2.58M | Sell |
11,209
-61
| -0.5% | -$14.1K | 0.07% | 116 |
|
2024
Q2 | $2.46M | Buy |
11,270
+144
| +1% | +$31.4K | 0.06% | 118 |
|
2024
Q1 | $2.37M | Buy |
11,126
+9
| +0.1% | +$1.92K | 0.06% | 129 |
|
2023
Q4 | $2.02M | Sell |
11,117
-36
| -0.3% | -$6.56K | 0.06% | 128 |
|
2023
Q3 | $1.67M | Buy |
11,153
+1,513
| +16% | +$227K | 0.07% | 118 |
|
2023
Q2 | $1.4M | Buy |
9,640
+7,870
| +445% | +$1.15M | 0.06% | 110 |
|
2023
Q1 | $249K | Hold |
1,770
| – | – | 0.01% | 240 |
|
2022
Q4 | $224K | Hold |
1,770
| – | – | 0.01% | 254 |
|
2022
Q3 | $213K | Buy |
+1,770
| New | +$213K | 0.01% | 236 |
|
2022
Q2 | – | Sell |
-2,190
| Closed | -$332K | – | 349 |
|
2022
Q1 | $332K | Sell |
2,190
-1,670
| -43% | -$253K | 0.02% | 235 |
|
2021
Q4 | $602K | Buy |
3,860
+348
| +10% | +$54.3K | 0.04% | 167 |
|
2021
Q3 | $464K | Sell |
3,512
-45
| -1% | -$5.95K | 0.03% | 186 |
|
2021
Q2 | $429K | Buy |
3,557
+530
| +18% | +$63.9K | 0.03% | 190 |
|
2021
Q1 | $366K | Buy |
+3,027
| New | +$366K | 0.02% | 199 |
|