FWA
FSM Wealth Advisors’s Hilton Worldwide HLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $430K | Buy |
1,588
+15
| +1% | +$4.06K | 0.07% | 178 |
|
|
2025
Q1 | $358K | Sell |
1,573
-282
| -15% | -$64.2K | 0.08% | 140 |
|
|
2024
Q4 | $457K | Buy |
1,855
+133
| +8% | +$32.8K | 0.11% | 102 |
|
|
2024
Q3 | $397K | Buy |
1,722
+91
| +6% | +$21K | 0.11% | 113 |
|
|
2024
Q2 | $356K | Sell |
1,631
-8
| -0.5% | -$1.75K | 0.12% | 103 |
|
|
2024
Q1 | $350K | Buy |
1,639
+24
| +1% | +$5.12K | 0.12% | 111 |
|
|
2023
Q4 | $294K | Sell |
1,615
-71
| -4% | -$12.9K | 0.13% | 116 |
|
|
2023
Q3 | $253K | Buy |
1,686
+73
| +5% | +$11K | 0.13% | 121 |
|
|
2023
Q2 | $245K | Buy |
+1,613
| New | +$245K | 0.12% | 132 |
|