Moneta Group Investment 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 | $780K | Buy |
2,929
+156
| +6% | +$41.5K | 0.01% | 349 |
|
|
2025
Q1 | $631K | Sell |
2,773
-35
| -1% | -$7.96K | 0.01% | 366 |
|
|
2024
Q4 | $694K | Sell |
2,808
-98
| -3% | -$24.2K | 0.01% | 335 |
|
|
2024
Q3 | $670K | Sell |
2,906
-417
| -13% | -$96.1K | 0.01% | 348 |
|
|
2024
Q2 | $725K | Sell |
3,323
-231
| -6% | -$50.4K | 0.01% | 319 |
|
|
2024
Q1 | $758K | Buy |
3,554
+318
| +10% | +$67.8K | 0.01% | 302 |
|
|
2023
Q4 | $589K | Buy |
3,236
+212
| +7% | +$38.6K | 0.01% | 318 |
|
|
2023
Q3 | $454K | Buy |
3,024
+103
| +4% | +$15.5K | 0.01% | 335 |
|
|
2023
Q2 | $425K | Buy |
+2,921
| New | +$425K | 0.01% | 354 |
|
|
2020
Q1 | – | Sell |
-334
| Closed | -$37K | – | 259 |
|
|
2019
Q4 | $37K | Sell |
334
-235
| -41% | -$26K | ﹤0.01% | 262 |
|
|
2019
Q3 | $53K | Buy |
+569
| New | +$53K | 0.01% | 259 |
|