Circle Wealth Management’s Hilton Worldwide HLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$278K Sell
2025
Q1
$244K Sell
2024
Q4
$351K Hold
2024
Q3
$327K Sell
2024
Q2
$331K Hold
2024
Q1
$323K Sell
2023
Q4
$292K Hold
2023
Q3
$241K Hold
2023
Q2
$234K Sell
2023
Q1
$254K Sell
2022
Q4
$274K Sell
2022
Q3
$296K Sell
2022
Q2
$276K Hold
2022
Q1
$376K Sell
2021
Q4
$421K Sell
2021
Q3
$367K Hold
2021
Q2
$335K Sell
2021
Q1
$353K Hold
2020
Q4
$325K Hold
2020
Q3
$249K Sell
2020
Q2
$289K Buy