Sage Mountain Advisors’s Hilton Worldwide HLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$336K Buy
2024
Q4
$348K Sell
2024
Q3
$402K Buy
2024
Q2
$299K Sell
2024
Q1
$309K Sell
2023
Q4
$301K Buy
2023
Q3
$243K Buy
2023
Q2
$235K Sell
2023
Q1
$228K Buy
2022
Q3
Sell
2022
Q2
$225K Hold
2022
Q1
$306K Sell
2021
Q4
$326K Buy
2021
Q3
$246K Buy
2021
Q2
$212K Buy