Schechter Investment 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 | $522K | Buy |
2,295
+33
| +1% | +$7.51K | 0.04% | 353 |
|
|
2024
Q4 | $559K | Sell |
2,262
-185
| -8% | -$45.7K | 0.04% | 364 |
|
|
2024
Q3 | $564K | Buy |
2,447
+129
| +6% | +$29.7K | 0.04% | 373 |
|
|
2024
Q2 | $506K | Buy |
2,318
+139
| +6% | +$30.3K | 0.04% | 369 |
|
|
2024
Q1 | $465K | Buy |
2,179
+75
| +4% | +$16K | 0.03% | 394 |
|
|
2023
Q4 | $383K | Buy |
2,104
+159
| +8% | +$29K | 0.03% | 403 |
|
|
2023
Q3 | $292K | Buy |
1,945
+135
| +7% | +$20.3K | 0.03% | 458 |
|
|
2023
Q2 | $263K | Sell |
1,810
-34
| -2% | -$4.95K | 0.02% | 516 |
|
|
2023
Q1 | $260K | Buy |
1,844
+59
| +3% | +$8.31K | 0.02% | 554 |
|
|
2022
Q4 | $226K | Buy |
+1,785
| New | +$226K | 0.02% | 714 |
|
|
2022
Q2 | – | Sell |
-1,737
| Closed | -$264K | – | 974 |
|
|
2022
Q1 | $264K | Buy |
1,737
+229
| +15% | +$34.8K | 0.02% | 750 |
|
|
2021
Q4 | $235K | Buy |
+1,508
| New | +$235K | 0.02% | 754 |
|