MGWM
Marks Group Wealth Management’s Hilton Worldwide HLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $794K | Buy |
2,980
+80
| +3% | +$21.3K | 0.07% | 194 |
|
|
2025
Q1 | $660K | Sell |
2,900
-32
| -1% | -$7.28K | 0.06% | 215 |
|
|
2024
Q4 | $725K | Sell |
2,932
-127
| -4% | -$31.4K | 0.07% | 192 |
|
|
2024
Q3 | $705K | Buy |
3,059
+226
| +8% | +$52.1K | 0.07% | 194 |
|
|
2024
Q2 | $618K | Sell |
2,833
-255
| -8% | -$55.6K | 0.07% | 205 |
|
|
2024
Q1 | $659K | Sell |
3,088
-228
| -7% | -$48.6K | 0.07% | 199 |
|
|
2023
Q4 | $604K | Buy |
3,316
+7
| +0.2% | +$1.28K | 0.07% | 203 |
|
|
2023
Q3 | $497K | Buy |
3,309
+42
| +1% | +$6.31K | 0.06% | 210 |
|
|
2023
Q2 | $476K | Hold |
3,267
| – | – | 0.06% | 211 |
|
|
2023
Q1 | $460K | Buy |
3,267
+211
| +7% | +$29.7K | 0.06% | 215 |
|
|
2022
Q4 | $386K | Buy |
3,056
+44
| +1% | +$5.56K | 0.05% | 228 |
|
|
2022
Q3 | $363K | Buy |
3,012
+143
| +5% | +$17.2K | 0.06% | 222 |
|
|
2022
Q2 | $320K | Hold |
2,869
| – | – | 0.05% | 244 |
|
|
2022
Q1 | $435K | Hold |
2,869
| – | – | 0.05% | 245 |
|
|
2021
Q4 | $448K | Sell |
2,869
-115
| -4% | -$18K | 0.05% | 242 |
|
|
2021
Q3 | $394K | Sell |
2,984
-25
| -0.8% | -$3.3K | 0.05% | 223 |
|
|
2021
Q2 | $363K | Buy |
3,009
+85
| +3% | +$10.3K | 0.05% | 202 |
|
|
2021
Q1 | $354K | Sell |
2,924
-99
| -3% | -$12K | 0.05% | 196 |
|
|
2020
Q4 | $336K | Sell |
3,023
-215
| -7% | -$23.9K | 0.05% | 200 |
|
|
2020
Q3 | $276K | Sell |
3,238
-104
| -3% | -$8.87K | 0.05% | 207 |
|
|
2020
Q2 | $245K | Buy |
3,342
+336
| +11% | +$24.6K | 0.05% | 210 |
|
|
2020
Q1 | $205K | Sell |
3,006
-117
| -4% | -$7.98K | 0.05% | 205 |
|
|
2019
Q4 | $346K | Buy |
+3,123
| New | +$346K | 0.07% | 193 |
|