Kingswood Wealth 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 | $262K | Sell |
985
-5
| -0.5% | -$1.33K | 0.02% | 614 |
|
|
2025
Q1 | $225K | Buy |
990
+21
| +2% | +$4.78K | 0.02% | 641 |
|
|
2024
Q4 | $239K | Sell |
969
-9,255
| -91% | -$2.29M | 0.02% | 684 |
|
|
2024
Q3 | $2.36M | Buy |
10,224
+85
| +0.8% | +$19.6K | 0.17% | 137 |
|
|
2024
Q2 | $2.21M | Sell |
10,139
-53
| -0.5% | -$11.6K | 0.2% | 110 |
|
|
2024
Q1 | $2.17M | Sell |
10,192
-515
| -5% | -$110K | 0.25% | 92 |
|
|
2023
Q4 | $1.95M | Buy |
10,707
+245
| +2% | +$44.6K | 0.22% | 106 |
|
|
2023
Q3 | $1.57M | Buy |
+10,462
| New | +$1.57M | 0.27% | 102 |
|