Concord Wealth Partners’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 | $28.5K | Hold |
107
| – | – | ﹤0.01% | 417 |
|
|
2025
Q1 | $24.3K | Sell |
107
-25
| -19% | -$5.69K | ﹤0.01% | 412 |
|
|
2024
Q4 | $32.6K | Hold |
132
| – | – | 0.01% | 393 |
|
|
2024
Q3 | $30.4K | Buy |
132
+25
| +23% | +$5.76K | 0.01% | 406 |
|
|
2024
Q2 | $23.3K | Hold |
107
| – | – | ﹤0.01% | 407 |
|
|
2024
Q1 | $22.8K | Hold |
107
| – | – | ﹤0.01% | 471 |
|
|
2023
Q4 | $19.5K | Sell |
107
-115
| -52% | -$20.9K | ﹤0.01% | 480 |
|
|
2023
Q3 | $33.3K | Hold |
222
| – | – | 0.01% | 433 |
|
|
2023
Q2 | $32.3K | Hold |
222
| – | – | 0.01% | 422 |
|
|
2023
Q1 | $31.3K | Hold |
222
| – | – | 0.01% | 420 |
|
|
2022
Q4 | $28.1K | Buy |
+222
| New | +$28.1K | 0.01% | 477 |
|
|
2022
Q3 | – | Sell |
-222
| Closed | -$25K | – | 570 |
|
|
2022
Q2 | $25K | Hold |
222
| – | – | 0.01% | 495 |
|
|
2022
Q1 | $34K | Hold |
222
| – | – | 0.01% | 505 |
|
|
2021
Q4 | $35K | Buy |
222
+107
| +93% | +$16.9K | 0.01% | 520 |
|
|
2021
Q3 | $15K | Sell |
115
-141
| -55% | -$18.4K | 0.01% | 419 |
|
|
2021
Q2 | $31K | Buy |
256
+43
| +20% | +$5.21K | 0.01% | 421 |
|
|
2021
Q1 | $26K | Buy |
+213
| New | +$26K | 0.01% | 433 |
|