EWM
Empirical Wealth Management’s Hilton Worldwide HLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $669K | Buy |
2,512
+255
| +11% | +$67.9K | 0.02% | 374 |
|
|
2025
Q1 | $514K | Sell |
2,257
-450
| -17% | -$102K | 0.01% | 397 |
|
|
2024
Q4 | $669K | Buy |
2,707
+418
| +18% | +$103K | 0.02% | 336 |
|
|
2024
Q3 | $528K | Buy |
2,289
+372
| +19% | +$85.8K | 0.01% | 354 |
|
|
2024
Q2 | $418K | Buy |
1,917
+239
| +14% | +$52.2K | 0.01% | 394 |
|
|
2024
Q1 | $358K | Sell |
1,678
-89
| -5% | -$19K | 0.01% | 394 |
|
|
2023
Q4 | $322K | Buy |
1,767
+365
| +26% | +$66.5K | 0.01% | 386 |
|
|
2023
Q3 | $211K | Sell |
1,402
-53
| -4% | -$7.96K | 0.01% | 438 |
|
|
2023
Q2 | $212K | Buy |
1,455
+13
| +0.9% | +$1.89K | 0.01% | 434 |
|
|
2023
Q1 | $203K | Buy |
+1,442
| New | +$203K | 0.01% | 444 |
|
|
2022
Q2 | – | Sell |
-1,515
| Closed | -$230K | – | 495 |
|
|
2022
Q1 | $230K | Buy |
+1,515
| New | +$230K | 0.01% | 445 |
|