Dogwood Wealth Management’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 | $4.91K | Buy |
18
+9
| +100% | +$2.46K | ﹤0.01% | 436 |
|
|
2025
Q1 | $2.05K | Buy |
+9
| New | +$2.05K | ﹤0.01% | 336 |
|
|
2024
Q4 | – | Hold |
0
| – | -$8 | – | 456 |
|
|
2024
Q3 | – | Sell |
-52
| Closed | -$11.4K | – | 279 |
|
|
2024
Q2 | $11.4K | Buy |
+52
| New | +$11.4K | 0.01% | 165 |
|
|
2024
Q1 | – | Hold |
0
| – | -$9 | – | 315 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 300 |
|