EverSource Wealth Advisors’s Hilton Worldwide HLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $760K | Buy |
2,853
+1,537
| +117% | +$409K | 0.03% | 343 |
|
|
2025
Q1 | $300K | Buy |
1,316
+50
| +4% | +$11.4K | 0.02% | 528 |
|
|
2024
Q4 | $313K | Buy |
1,266
+219
| +21% | +$54.1K | 0.02% | 493 |
|
|
2024
Q3 | $241K | Sell |
1,047
-24
| -2% | -$5.53K | 0.02% | 500 |
|
|
2024
Q2 | $230K | Buy |
1,071
+8
| +0.8% | +$1.72K | 0.02% | 512 |
|
|
2024
Q1 | $210K | Buy |
1,063
+33
| +3% | +$6.51K | 0.02% | 473 |
|
|
2023
Q4 | $188K | Sell |
1,030
-140
| -12% | -$25.5K | 0.02% | 444 |
|
|
2023
Q3 | $176K | Sell |
1,170
-23
| -2% | -$3.46K | 0.02% | 427 |
|
|
2023
Q2 | $174K | Buy |
1,193
+10
| +0.8% | +$1.46K | 0.02% | 435 |
|
|
2023
Q1 | $167K | Buy |
1,183
+1
| +0.1% | +$141 | 0.02% | 405 |
|
|
2022
Q4 | $149K | Sell |
1,182
-55
| -4% | -$6.95K | 0.02% | 406 |
|
|
2022
Q3 | $149K | Sell |
1,237
-77
| -6% | -$9.28K | 0.03% | 345 |
|
|
2022
Q2 | $147K | Buy |
1,314
+450
| +52% | +$50.3K | 0.04% | 302 |
|
|
2022
Q1 | $130K | Buy |
864
+633
| +274% | +$95.2K | 0.03% | 298 |
|
|
2021
Q4 | $36K | Buy |
+231
| New | +$36K | 0.01% | 488 |
|