Forum Financial 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 | $475K | Buy |
1,785
+110
| +7% | +$29.3K | 0.01% | 435 |
|
|
2025
Q1 | $381K | Buy |
1,675
+175
| +12% | +$39.8K | 0.01% | 473 |
|
|
2024
Q4 | $371K | Sell |
1,500
-5
| -0.3% | -$1.24K | 0.01% | 505 |
|
|
2024
Q3 | $347K | Buy |
1,505
+11
| +0.7% | +$2.54K | 0.01% | 455 |
|
|
2024
Q2 | $326K | Buy |
1,494
+1
| +0.1% | +$218 | 0.01% | 444 |
|
|
2024
Q1 | $318K | Hold |
1,493
| – | – | 0.01% | 474 |
|
|
2023
Q4 | $272K | Hold |
1,493
| – | – | 0.01% | 495 |
|
|
2023
Q3 | $224K | Hold |
1,493
| – | – | 0.01% | 543 |
|
|
2023
Q2 | $217K | Buy |
1,493
+7
| +0.5% | +$1.02K | ﹤0.01% | 581 |
|
|
2023
Q1 | $209K | Buy |
+1,486
| New | +$209K | 0.01% | 547 |
|
|
2022
Q3 | – | Sell |
-1,997
| Closed | -$223K | – | 568 |
|
|
2022
Q2 | $223K | Buy |
1,997
+314
| +19% | +$35.1K | 0.01% | 468 |
|
|
2022
Q1 | $255K | Buy |
1,683
+199
| +13% | +$30.2K | 0.01% | 469 |
|
|
2021
Q4 | $231K | Buy |
+1,484
| New | +$231K | 0.01% | 549 |
|