SWA
SFMG Wealth Advisors’s Hilton Worldwide HLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.2M | Buy |
8,270
+6
| +0.1% | +$1.6K | 0.17% | 66 |
|
|
2025
Q1 | $1.88M | Sell |
8,264
-1,000
| -11% | -$228K | 0.15% | 71 |
|
|
2024
Q4 | $2.29M | Buy |
9,264
+17
| +0.2% | +$4.2K | 0.18% | 65 |
|
|
2024
Q3 | $2.13M | Hold |
9,247
| – | – | 0.17% | 64 |
|
|
2024
Q2 | $2.02M | Hold |
9,247
| – | – | 0.18% | 63 |
|
|
2024
Q1 | $1.97M | Sell |
9,247
-988
| -10% | -$211K | 0.17% | 68 |
|
|
2023
Q4 | $1.86M | Buy |
10,235
+2
| +0% | +$364 | 0.17% | 71 |
|
|
2023
Q3 | $1.54M | Hold |
10,233
| – | – | 0.16% | 72 |
|
|
2023
Q2 | $1.49M | Sell |
10,233
-766
| -7% | -$111K | 0.15% | 72 |
|
|
2023
Q1 | $1.55M | Buy |
10,999
+766
| +7% | +$108K | 0.17% | 70 |
|
|
2022
Q4 | $1.29M | Hold |
10,233
| – | – | 0.14% | 80 |
|
|
2022
Q3 | $1.24M | Hold |
10,233
| – | – | 0.14% | 77 |
|
|
2022
Q2 | $1.14M | Sell |
10,233
-4
| -0% | -$446 | 0.13% | 84 |
|
|
2022
Q1 | $1.55M | Sell |
10,237
-1,613
| -14% | -$245K | 0.15% | 78 |
|
|
2021
Q4 | $1.85M | Sell |
11,850
-100
| -0.8% | -$15.6K | 0.18% | 74 |
|
|
2021
Q3 | $1.58M | Buy |
+11,950
| New | +$1.58M | 0.18% | 72 |
|