Sax Wealth Advisors’s Hilton Worldwide HLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,543
Closed -$381K 374
2024
Q4
$381K Sell
1,543
-178
-10% -$44K 0.03% 231
2024
Q3
$397K Buy
1,721
+438
+34% +$101K 0.04% 187
2024
Q2
$280K Buy
+1,283
New +$280K 0.03% 216