Institute for 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 | $684K | Buy |
2,570
+186
| +8% | +$49.5K | 0.08% | 253 |
|
|
2025
Q1 | $542K | Buy |
2,384
+653
| +38% | +$149K | 0.07% | 278 |
|
|
2024
Q4 | $428K | Hold |
1,731
| – | – | 0.05% | 315 |
|
|
2024
Q3 | $399K | Hold |
1,731
| – | – | 0.05% | 348 |
|
|
2024
Q2 | $378K | Buy |
1,731
+26
| +2% | +$5.67K | 0.05% | 340 |
|
|
2024
Q1 | $364K | Hold |
1,705
| – | – | 0.05% | 344 |
|
|
2023
Q4 | $310K | Hold |
1,705
| – | – | 0.05% | 360 |
|
|
2023
Q3 | $256K | Hold |
1,705
| – | – | 0.05% | 373 |
|
|
2023
Q2 | $248K | Buy |
1,705
+13
| +0.8% | +$1.89K | 0.04% | 399 |
|
|
2023
Q1 | $238K | Hold |
1,692
| – | – | 0.05% | 394 |
|
|
2022
Q4 | $214K | Buy |
+1,692
| New | +$214K | 0.04% | 406 |
|