Creative Planning’s Hilton Grand Vacations HGV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $873K | Sell |
21,023
-5,180
| -20% | -$215K | ﹤0.01% | 1965 |
|
|
2025
Q1 | $980K | Buy |
26,203
+7,793
| +42% | +$292K | ﹤0.01% | 1730 |
|
|
2024
Q4 | $717K | Buy |
18,410
+3,029
| +20% | +$118K | ﹤0.01% | 1900 |
|
|
2024
Q3 | $559K | Buy |
15,381
+2,245
| +17% | +$81.5K | ﹤0.01% | 2001 |
|
|
2024
Q2 | $531K | Sell |
13,136
-4,839
| -27% | -$196K | ﹤0.01% | 1889 |
|
|
2024
Q1 | $849K | Buy |
17,975
+10,767
| +149% | +$508K | ﹤0.01% | 1441 |
|
|
2023
Q4 | $290K | Buy |
+7,208
| New | +$290K | ﹤0.01% | 2106 |
|
|
2017
Q3 | – | Sell |
-450
| Closed | -$16K | – | 2613 |
|
|
2017
Q2 | $16K | Buy |
450
+200
| +80% | +$7.11K | ﹤0.01% | 3282 |
|
|
2017
Q1 | $7K | Buy |
+250
| New | +$7K | ﹤0.01% | 3741 |
|