JFS Wealth Advisors’s Hilton Worldwide HLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $35.7K | Buy |
108
+2
| +2% | +$657 | ﹤0.01% | 618 |
|
|
2026
Q1 | $32.2K | Buy |
106
+3
| +3% | +$909 | ﹤0.01% | 614 |
|
|
2025
Q4 | $29.6K | Buy |
103
+27
| +36% | +$7.35K | ﹤0.01% | 649 |
|
|
2025
Q3 | $19.7K | Hold |
76
| – | – | ﹤0.01% | 702 |
|
|
2025
Q2 | $20.2K | Hold |
76
| – | – | ﹤0.01% | 657 |
|
|
2025
Q1 | $17.3K | Buy |
76
+3
| +4% | +$747 | ﹤0.01% | 704 |
|
|
2024
Q4 | $18K | Sell |
73
-12
| -14% | -$2.94K | ﹤0.01% | 674 |
|
|
2024
Q3 | $19.6K | Buy |
85
+2
| +2% | +$433 | ﹤0.01% | 646 |
|
|
2024
Q2 | $18.1K | Sell |
83
-3
| -3% | -$616 | ﹤0.01% | 620 |
|
|
2024
Q1 | $18.3K | Hold |
86
| – | – | ﹤0.01% | 644 |
|
|
2023
Q4 | $15.7K | Buy |
86
+17
| +25% | +$2.77K | ﹤0.01% | 647 |
|
|
2023
Q3 | $10.4K | Hold |
69
| – | – | ﹤0.01% | 712 |
|
|
2023
Q2 | $10K | Sell |
69
-6
| -8% | -$854 | ﹤0.01% | 731 |
|
|
2023
Q1 | $10.6K | Buy |
75
+4
| +6% | +$563 | ﹤0.01% | 697 |
|
|
2022
Q4 | $8.97K | Sell |
71
-7
| -9% | -$922 | ﹤0.01% | 754 |
|
|
2022
Q3 | $9K | Buy |
78
+20
| +34% | +$2.53K | ﹤0.01% | 769 |
|
|
2022
Q2 | $6K | Sell |
58
-8
| -12% | -$1.11K | ﹤0.01% | 933 |
|
|
2022
Q1 | $10K | Buy |
66
+42
| +175% | +$6.19K | ﹤0.01% | 784 |
|
|
2021
Q4 | $4K | Buy |
+24
| New | +$3.46K | ﹤0.01% | 857 |
|
|
2021
Q2 | – | Sell |
-140
| Closed | -$17K | – | 613 |
|
|
2021
Q1 | $17K | Hold |
140
| – | – | ﹤0.01% | 358 |
|
|
2020
Q4 | $16K | Buy |
140
+45
| +47% | +$4.46K | ﹤0.01% | 360 |
|
|
2020
Q3 | $8K | Hold |
95
| – | – | ﹤0.01% | 410 |
|
|
2020
Q2 | $7K | Buy |
+95
| New | +$7.05K | ﹤0.01% | 406 |
|
Other funds holding HLT
PAM
CAM
CNB
P
MCG
QCM
YIH
CI