Private Wealth Partners’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
$282K Hold
1,060
0.02% 144
2025
Q1
$241K Hold
1,060
0.02% 150
2024
Q4
$262K Buy
1,060
+60
+6% +$14.8K 0.02% 154
2024
Q3
$231K Hold
1,000
0.02% 160
2024
Q2
$218K Hold
1,000
0.02% 155
2024
Q1
$213K Buy
+1,000
New +$213K 0.02% 153
2015
Q1
Sell
-9,700
Closed -$759K 143
2014
Q4
$759K Buy
+9,700
New +$759K 0.18% 91