Golden State Wealth 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 | $640K | Buy |
2,403
+165
| +7% | +$44K | 0.08% | 193 |
|
|
2025
Q1 | $509K | Sell |
2,238
-4
| -0.2% | -$910 | 0.08% | 202 |
|
|
2024
Q4 | $554K | Buy |
+2,242
| New | +$554K | 0.08% | 183 |
|
|
2022
Q1 | $366K | Sell |
2,412
-119
| -5% | -$18.1K | 0.07% | 213 |
|
|
2021
Q4 | $395K | Buy |
2,531
+18
| +0.7% | +$2.81K | 0.07% | 249 |
|
|
2021
Q3 | $332K | Hold |
2,513
| – | – | 0.07% | 214 |
|
|
2021
Q2 | $303K | Sell |
2,513
-459
| -15% | -$55.3K | 0.07% | 226 |
|
|
2021
Q1 | $359K | Buy |
2,972
+339
| +13% | +$40.9K | 0.12% | 130 |
|
|
2020
Q4 | $293K | Buy |
2,633
+48
| +2% | +$5.34K | 0.08% | 179 |
|
|
2020
Q3 | $221K | Sell |
2,585
-318
| -11% | -$27.2K | 0.07% | 182 |
|
|
2020
Q2 | $213K | Buy |
2,903
+1,428
| +97% | +$105K | 0.07% | 173 |
|
|
2020
Q1 | $101K | Buy |
+1,475
| New | +$101K | 0.04% | 247 |
|
|
2019
Q2 | – | Sell |
-55
| Closed | -$5K | – | 1096 |
|
|
2019
Q1 | $5K | Buy |
+55
| New | +$5K | ﹤0.01% | 903 |
|