Kelleher Financial Advisors’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 | $439K | Sell |
1,650
-21
| -1% | -$5.59K | 0.15% | 85 |
|
|
2025
Q1 | $380K | Buy |
1,671
+5
| +0.3% | +$1.14K | 0.15% | 89 |
|
|
2024
Q4 | $412K | Buy |
1,666
+16
| +1% | +$3.96K | 0.16% | 80 |
|
|
2024
Q3 | $380K | Hold |
1,650
| – | – | 0.14% | 83 |
|
|
2024
Q2 | $360K | Hold |
1,650
| – | – | 0.15% | 85 |
|
|
2024
Q1 | $352K | Hold |
1,650
| – | – | 0.15% | 91 |
|
|
2023
Q4 | $300K | Hold |
1,650
| – | – | 0.14% | 82 |
|
|
2023
Q3 | $248K | Hold |
1,650
| – | – | 0.13% | 88 |
|
|
2023
Q2 | $240K | Hold |
1,650
| – | – | 0.14% | 92 |
|
|
2023
Q1 | $232K | Buy |
+1,650
| New | +$232K | 0.15% | 91 |
|