RWB
RMR Wealth Builders’s Hilton Worldwide HLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $776K | Sell |
2,914
-20
| -0.7% | -$5.33K | 0.07% | 138 |
|
|
2025
Q1 | $668K | Sell |
2,934
-704
| -19% | -$160K | 0.07% | 131 |
|
|
2024
Q4 | $899K | Sell |
3,638
-27
| -0.7% | -$6.67K | 0.09% | 115 |
|
|
2024
Q3 | $845K | Hold |
3,665
| – | – | 0.09% | 115 |
|
|
2024
Q2 | $800K | Sell |
3,665
-34
| -0.9% | -$7.42K | 0.09% | 111 |
|
|
2024
Q1 | $789K | Sell |
3,699
-132
| -3% | -$28.2K | 0.1% | 116 |
|
|
2023
Q4 | $698K | Sell |
3,831
-354
| -8% | -$64.5K | 0.1% | 111 |
|
|
2023
Q3 | $629K | Hold |
4,185
| – | – | 0.1% | 114 |
|
|
2023
Q2 | $609K | Buy |
4,185
+353
| +9% | +$51.4K | 0.1% | 99 |
|
|
2023
Q1 | $540K | Hold |
3,832
| – | – | 0.1% | 100 |
|
|
2022
Q4 | $484K | Hold |
3,832
| – | – | 0.11% | 98 |
|
|
2022
Q3 | $462K | Hold |
3,832
| – | – | 0.11% | 98 |
|
|
2022
Q2 | $427K | Buy |
3,832
+98
| +3% | +$10.9K | 0.11% | 119 |
|
|
2022
Q1 | $567K | Hold |
3,734
| – | – | 0.12% | 110 |
|
|
2021
Q4 | $582K | Hold |
3,734
| – | – | 0.17% | 63 |
|
|
2021
Q3 | $493K | Hold |
3,734
| – | – | 0.14% | 102 |
|
|
2021
Q2 | $450K | Buy |
3,734
+291
| +8% | +$35.1K | 0.15% | 101 |
|
|
2021
Q1 | $416K | Buy |
+3,443
| New | +$416K | 0.11% | 112 |
|
|
2020
Q4 | – | Sell |
-3,444
| Closed | -$294K | – | 536 |
|
|
2020
Q3 | $294K | Buy |
+3,444
| New | +$294K | 0.08% | 156 |
|