Perigon Wealth Management’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 | $355K | Buy |
1,332
+195
| +17% | +$51.9K | 0.01% | 788 |
|
|
2025
Q1 | $259K | Buy |
1,137
+82
| +8% | +$18.7K | 0.01% | 868 |
|
|
2024
Q4 | $260K | Buy |
1,055
+100
| +10% | +$24.7K | 0.01% | 869 |
|
|
2024
Q3 | $220K | Sell |
955
-9
| -0.9% | -$2.08K | 0.01% | 900 |
|
|
2024
Q2 | $210K | Sell |
964
-73
| -7% | -$15.9K | 0.01% | 798 |
|
|
2024
Q1 | $221K | Buy |
+1,037
| New | +$221K | 0.01% | 780 |
|
|
2021
Q3 | – | Sell |
-2,295
| Closed | -$277K | – | 538 |
|
|
2021
Q2 | $277K | Buy |
2,295
+248
| +12% | +$29.9K | 0.02% | 419 |
|
|
2021
Q1 | $248K | Buy |
2,047
+1,615
| +374% | +$196K | 0.03% | 422 |
|
|
2020
Q4 | $48K | Buy |
+432
| New | +$48K | 0.01% | 745 |
|