PBMares Wealth Management’s Hilton Grand Vacations HGV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Hold |
6,270
| – | – | 0.05% | 160 |
|
|
2025
Q1 | $235K | Hold |
6,270
| – | – | 0.05% | 171 |
|
|
2024
Q4 | $244K | Hold |
6,270
| – | – | 0.05% | 173 |
|
|
2024
Q3 | $228K | Hold |
6,270
| – | – | 0.05% | 177 |
|
|
2024
Q2 | $253K | Hold |
6,270
| – | – | 0.06% | 158 |
|
|
2024
Q1 | $296K | Hold |
6,270
| – | – | 0.08% | 143 |
|
|
2023
Q4 | $252K | Hold |
6,270
| – | – | 0.08% | 150 |
|
|
2023
Q3 | $255K | Hold |
6,270
| – | – | 0.09% | 138 |
|
|
2023
Q2 | $285K | Sell |
6,270
-4,050
| -39% | -$184K | 0.1% | 136 |
|
|
2023
Q1 | $459K | Buy |
+10,320
| New | +$459K | 0.17% | 106 |
|