CM Wealth Advisors’s Hilton Worldwide HLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,283
| Closed | -$456K | – | 117 |
|
|
2024
Q1 | $456K | Buy |
+2,283
| New | +$456K | 0.13% | 85 |
|
|
2023
Q3 | – | Sell |
-2,833
| Closed | -$437K | – | 116 |
|
|
2023
Q2 | $437K | Sell |
2,833
-8,227
| -74% | -$1.27M | 0.14% | 74 |
|
|
2023
Q1 | $1.56M | Buy |
+11,060
| New | +$1.56M | 0.3% | 76 |
|