Heritage Wealth Management (Arizona)’s Hilton Worldwide HLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $127K | Buy |
1,006
+503
| +100% | +$63.6K | 0.02% | 384 |
|
|
2022
Q3 | $61K | Hold |
503
| – | – | 0.02% | 378 |
|
|
2022
Q2 | $56.1K | Hold |
503
| – | – | 0.02% | 400 |
|
|
2022
Q1 | $76K | Buy |
+503
| New | +$76K | 0.02% | 407 |
|
|
2021
Q3 | $66K | Hold |
503
| – | – | 0.02% | 413 |
|
|
2021
Q2 | $61K | Hold |
503
| – | – | 0.02% | 430 |
|
|
2021
Q1 | $61K | Buy |
+503
| New | +$61K | 0.03% | 340 |
|