OWP
Obermeyer Wealth Partners’s Hilton Worldwide HLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-209,895
| Closed | -$23.3M | – | 131 |
|
|
2019
Q4 | $23.3M | Buy |
209,895
+4,508
| +2% | +$500K | 2.06% | 26 |
|
|
2019
Q3 | $19.1M | Sell |
205,387
-11,779
| -5% | -$1.1M | 1.77% | 28 |
|
|
2019
Q2 | $21.2M | Buy |
+217,166
| New | +$21.2M | 1.91% | 26 |
|