Plante Moran Financial Advisors’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 | $70K | Buy |
263
+210
| +396% | +$55.9K | ﹤0.01% | 285 |
|
|
2025
Q1 | $12.1K | Buy |
53
+7
| +15% | +$1.59K | ﹤0.01% | 539 |
|
|
2024
Q4 | $11.4K | Hold |
46
| – | – | ﹤0.01% | 558 |
|
|
2024
Q3 | $10.6K | Hold |
46
| – | – | ﹤0.01% | 601 |
|
|
2024
Q2 | $10K | Hold |
46
| – | – | ﹤0.01% | 581 |
|
|
2024
Q1 | $9.81K | Sell |
46
-11
| -19% | -$2.35K | ﹤0.01% | 606 |
|
|
2023
Q4 | $10.4K | Buy |
57
+11
| +24% | +$2K | ﹤0.01% | 552 |
|
|
2023
Q3 | $6.91K | Hold |
46
| – | – | ﹤0.01% | 568 |
|
|
2023
Q2 | $6.7K | Hold |
46
| – | – | ﹤0.01% | 603 |
|
|
2023
Q1 | $6.48K | Hold |
46
| – | – | ﹤0.01% | 623 |
|
|
2022
Q4 | $5.81K | Sell |
46
-41
| -47% | -$5.18K | ﹤0.01% | 654 |
|
|
2022
Q3 | $10K | Sell |
87
-45
| -34% | -$5.17K | ﹤0.01% | 581 |
|
|
2022
Q2 | $15K | Sell |
132
-10
| -7% | -$1.14K | ﹤0.01% | 521 |
|
|
2022
Q1 | $22K | Sell |
142
-67
| -32% | -$10.4K | ﹤0.01% | 477 |
|
|
2021
Q4 | $33K | Buy |
209
+46
| +28% | +$7.26K | 0.01% | 444 |
|
|
2021
Q3 | $22K | Buy |
163
+108
| +196% | +$14.6K | ﹤0.01% | 538 |
|
|
2021
Q2 | $7K | Hold |
55
| – | – | ﹤0.01% | 727 |
|
|
2021
Q1 | $7K | Hold |
55
| – | – | ﹤0.01% | 710 |
|
|
2020
Q4 | $6K | Buy |
+55
| New | +$6K | ﹤0.01% | 682 |
|
|
2020
Q2 | – | Sell |
-66
| Closed | -$5K | – | 799 |
|
|
2020
Q1 | $5K | Hold |
66
| – | – | ﹤0.01% | 571 |
|
|
2019
Q4 | $7K | Hold |
66
| – | – | ﹤0.01% | 583 |
|
|
2019
Q3 | $6K | Hold |
66
| – | – | ﹤0.01% | 664 |
|
|
2019
Q2 | $6K | Hold |
66
| – | – | ﹤0.01% | 621 |
|
|
2019
Q1 | $5K | Buy |
+66
| New | +$5K | ﹤0.01% | 634 |
|
|
2018
Q2 | – | Sell |
-140
| Closed | -$11K | – | 886 |
|
|
2018
Q1 | $11K | Buy |
+140
| New | +$11K | 0.01% | 587 |
|
|
2016
Q4 | – | Sell |
-50
| Closed | -$3K | – | 996 |
|
|
2016
Q3 | $3K | Buy |
50
+23
| +85% | +$1.38K | ﹤0.01% | 782 |
|
|
2016
Q2 | $2K | Buy |
27
+5
| +23% | +$370 | ﹤0.01% | 790 |
|
|
2016
Q1 | $1K | Sell |
22
-145
| -87% | -$6.59K | ﹤0.01% | 806 |
|
|
2015
Q4 | $11K | Buy |
+167
| New | +$11K | 0.01% | 555 |
|
|
2014
Q1 | – | Sell |
-100
| Closed | -$7K | – | 655 |
|
|
2013
Q4 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 502 |
|