PWM
PBMares Wealth Management’s Hilton Worldwide HLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.83M | Hold |
21,885
| – | – | 1.07% | 22 |
|
|
2025
Q1 | $4.98M | Sell |
21,885
-4,975
| -19% | -$1.13M | 1% | 19 |
|
|
2024
Q4 | $6.64M | Sell |
26,860
-200
| -0.7% | -$49.4K | 1.36% | 16 |
|
|
2024
Q3 | $6.24M | Buy |
27,060
+23
| +0.1% | +$5.3K | 1.3% | 17 |
|
|
2024
Q2 | $5.9M | Sell |
27,037
-4,172
| -13% | -$910K | 1.45% | 18 |
|
|
2024
Q1 | $6.66M | Hold |
31,209
| – | – | 1.73% | 17 |
|
|
2023
Q4 | $5.68M | Sell |
31,209
-200
| -0.6% | -$36.4K | 1.71% | 17 |
|
|
2023
Q3 | $4.72M | Sell |
31,409
-650
| -2% | -$97.6K | 1.7% | 16 |
|
|
2023
Q2 | $4.67M | Sell |
32,059
-5,550
| -15% | -$808K | 1.67% | 14 |
|
|
2023
Q1 | $5.3M | Buy |
+37,609
| New | +$5.3M | 1.97% | 13 |
|