Institute for Wealth Management’s Hilton Worldwide HLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$449K Sell
2025
Q2
$684K Buy
2025
Q1
$542K Buy
2024
Q4
$428K Hold
2024
Q3
$399K Hold
2024
Q2
$378K Buy
2024
Q1
$364K Hold
2023
Q4
$310K Hold
2023
Q3
$256K Hold
2023
Q2
$248K Buy
2023
Q1
$238K Hold
2022
Q4
$214K Buy