Integrated Wealth Concepts’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
$700K Buy
2,626
+787
+43% +$210K 0.01% 1098
2025
Q1
$419K Sell
1,839
-23
-1% -$5.24K ﹤0.01% 1230
2024
Q4
$460K Buy
1,862
+523
+39% +$129K 0.01% 1163
2024
Q3
$309K Sell
1,339
-120
-8% -$27.7K ﹤0.01% 1318
2024
Q2
$318K Buy
1,459
+46
+3% +$10K ﹤0.01% 1286
2024
Q1
$301K Buy
+1,413
New +$301K ﹤0.01% 1318