SAG
SageView Advisory Group’s Hilton Worldwide HLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Buy |
1,092
+100
| +10% | +$27.1K | 0.01% | 494 |
|
|
2025
Q1 | $226K | Buy |
992
+114
| +13% | +$25.9K | 0.01% | 547 |
|
|
2024
Q4 | $217K | Buy |
+878
| New | +$217K | 0.01% | 549 |
|
|
2024
Q3 | – | Sell |
-1,024
| Closed | -$223K | – | 533 |
|
|
2024
Q2 | $223K | Buy |
+1,024
| New | +$223K | 0.01% | 511 |
|