Concurrent 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 | $784K | Buy |
2,943
+43
| +1% | +$11.5K | 0.02% | 673 |
|
|
2025
Q1 | $660K | Sell |
2,900
-332
| -10% | -$75.5K | 0.02% | 655 |
|
|
2024
Q4 | $799K | Buy |
3,232
+43
| +1% | +$10.6K | 0.02% | 541 |
|
|
2024
Q3 | $735K | Buy |
3,189
+778
| +32% | +$179K | 0.02% | 527 |
|
|
2024
Q2 | $526K | Buy |
2,411
+415
| +21% | +$90.6K | 0.02% | 568 |
|
|
2024
Q1 | $426K | Buy |
1,996
+190
| +11% | +$40.5K | 0.02% | 583 |
|
|
2023
Q4 | $329K | Buy |
+1,806
| New | +$329K | 0.02% | 619 |
|