EP Wealth 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 | $1.16M | Buy |
4,358
+337
| +8% | +$89.8K | 0.01% | 532 |
|
|
2025
Q1 | $915K | Buy |
4,021
+109
| +3% | +$24.8K | 0.01% | 526 |
|
|
2024
Q4 | $967K | Buy |
3,912
+179
| +5% | +$44.2K | 0.01% | 509 |
|
|
2024
Q3 | $860K | Sell |
3,733
-851
| -19% | -$196K | 0.01% | 529 |
|
|
2024
Q2 | $1M | Buy |
4,584
+968
| +27% | +$211K | 0.01% | 390 |
|
|
2024
Q1 | $771K | Buy |
3,616
+54
| +2% | +$11.5K | 0.01% | 427 |
|
|
2023
Q4 | $649K | Sell |
3,562
-149
| -4% | -$27.1K | 0.01% | 444 |
|
|
2023
Q3 | $557K | Buy |
+3,711
| New | +$557K | 0.01% | 442 |
|