Kovitz Investment Group Partners’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 | $20.4M | Buy |
76,775
+71,573
| +1,376% | +$19.1M | 0.09% | 200 |
|
|
2025
Q1 | $1.18M | Buy |
5,202
+98
| +2% | +$22.3K | 0.01% | 693 |
|
|
2024
Q4 | $1.26M | Sell |
5,104
-92
| -2% | -$22.7K | 0.01% | 671 |
|
|
2024
Q3 | $517K | Buy |
5,196
+3,670
| +240% | +$365K | ﹤0.01% | 750 |
|
|
2024
Q2 | $333K | Sell |
1,526
-1,508
| -50% | -$329K | ﹤0.01% | 716 |
|
|
2024
Q1 | $647K | Buy |
+3,034
| New | +$647K | 0.01% | 466 |
|