RSWM
Robertson Stephens Wealth Management’s Hilton Worldwide HLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Sell |
4,301
-233
| -5% | -$62.1K | 0.04% | 252 |
|
|
2025
Q1 | $1.03M | Buy |
4,534
+25
| +0.6% | +$5.69K | 0.04% | 261 |
|
|
2024
Q4 | $1.11M | Sell |
4,509
-1,668
| -27% | -$412K | 0.04% | 249 |
|
|
2024
Q3 | $1.42M | Buy |
6,177
+667
| +12% | +$154K | 0.05% | 238 |
|
|
2024
Q2 | $1.2M | Buy |
5,510
+2,436
| +79% | +$532K | 0.06% | 198 |
|
|
2024
Q1 | $656K | Hold |
3,074
| – | – | 0.03% | 291 |
|
|
2023
Q4 | $560K | Sell |
3,074
-184
| -6% | -$33.5K | 0.03% | 292 |
|
|
2023
Q3 | $489K | Sell |
3,258
-48
| -1% | -$7.21K | 0.03% | 309 |
|
|
2023
Q2 | $481K | Buy |
3,306
+95
| +3% | +$13.8K | 0.03% | 280 |
|
|
2023
Q1 | $452K | Sell |
3,211
-956
| -23% | -$135K | 0.03% | 300 |
|
|
2022
Q4 | $527K | Hold |
4,167
| – | – | 0.05% | 256 |
|
|
2022
Q3 | $502K | Buy |
4,167
+100
| +2% | +$12K | 0.05% | 218 |
|
|
2022
Q2 | $453K | Hold |
4,067
| – | – | 0.04% | 244 |
|
|
2022
Q1 | $617K | Buy |
4,067
+1,100
| +37% | +$167K | 0.05% | 229 |
|
|
2021
Q4 | $462K | Hold |
2,967
| – | – | 0.04% | 265 |
|
|
2021
Q3 | $391K | Sell |
2,967
-11
| -0.4% | -$1.45K | 0.04% | 224 |
|
|
2021
Q2 | $359K | Sell |
2,978
-33
| -1% | -$3.98K | 0.04% | 239 |
|
|
2021
Q1 | $364K | Buy |
3,011
+44
| +1% | +$5.32K | 0.06% | 209 |
|
|
2020
Q4 | $330K | Hold |
2,967
| – | – | 0.07% | 176 |
|
|
2020
Q3 | $253K | Hold |
2,967
| – | – | 0.06% | 192 |
|
|
2020
Q2 | $217K | Hold |
2,967
| – | – | 0.06% | 174 |
|
|
2020
Q1 | $202K | Buy |
+2,967
| New | +$202K | 0.07% | 169 |
|