Pinnacle Wealth Planning Services’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 | $568K | Buy |
2,132
+370
| +21% | +$98.5K | 0.07% | 171 |
|
|
2025
Q1 | $401K | Buy |
1,762
+4
| +0.2% | +$910 | 0.06% | 199 |
|
|
2024
Q4 | $435K | Sell |
1,758
-471
| -21% | -$116K | 0.07% | 176 |
|
|
2024
Q3 | $514K | Sell |
2,229
-78
| -3% | -$18K | 0.07% | 189 |
|
|
2024
Q2 | $503K | Buy |
2,307
+132
| +6% | +$28.8K | 0.07% | 178 |
|
|
2024
Q1 | $464K | Buy |
2,175
+631
| +41% | +$135K | 0.07% | 200 |
|
|
2023
Q4 | $281K | Sell |
1,544
-12
| -0.8% | -$2.19K | 0.04% | 289 |
|
|
2023
Q3 | $234K | Sell |
1,556
-8
| -0.5% | -$1.2K | 0.04% | 320 |
|
|
2023
Q2 | $228K | Hold |
1,564
| – | – | 0.04% | 336 |
|
|
2023
Q1 | $220K | Buy |
+1,564
| New | +$220K | 0.04% | 354 |
|
|
2022
Q2 | – | Sell |
-1,400
| Closed | -$212K | – | 441 |
|
|
2022
Q1 | $212K | Buy |
+1,400
| New | +$212K | 0.04% | 364 |
|
|
2021
Q1 | – | Sell |
-330
| Closed | -$37K | – | 1039 |
|
|
2020
Q4 | $37K | Buy |
+330
| New | +$37K | 0.01% | 921 |
|