Everhart Financial Group’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 | $887K | Sell |
3,332
-115
| -3% | -$30.6K | 0.1% | 132 |
|
|
2025
Q1 | $784K | Buy |
3,447
+232
| +7% | +$52.8K | 0.11% | 139 |
|
|
2024
Q4 | $795K | Buy |
3,215
+135
| +4% | +$33.4K | 0.16% | 128 |
|
|
2024
Q3 | $710K | Buy |
3,080
+524
| +21% | +$121K | 0.16% | 148 |
|
|
2024
Q2 | $558K | Buy |
2,556
+288
| +13% | +$62.8K | 0.14% | 146 |
|
|
2024
Q1 | $484K | Buy |
2,268
+296
| +15% | +$63.1K | 0.14% | 151 |
|
|
2023
Q4 | $359K | Buy |
1,972
+260
| +15% | +$47.3K | 0.13% | 152 |
|
|
2023
Q3 | $257K | Buy |
1,712
+138
| +9% | +$20.7K | 0.11% | 174 |
|
|
2023
Q2 | $229K | Buy |
1,574
+134
| +9% | +$19.5K | 0.09% | 191 |
|
|
2023
Q1 | $203K | Buy |
+1,440
| New | +$203K | 0.09% | 201 |
|