SWA
SOA Wealth Advisors’s Hilton Worldwide HLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.09K | Sell |
6,088
-4,198
| -41% | -$4.2K | ﹤0.01% | 640 |
|
|
2025
Q1 | $10.3K | Buy |
+10,286
| New | +$10.3K | ﹤0.01% | 557 |
|
|
2024
Q3 | – | Sell |
-8
| Closed | -$1.75K | – | 849 |
|
|
2024
Q2 | $1.75K | Hold |
8
| – | – | ﹤0.01% | 686 |
|
|
2024
Q1 | $1.71K | Hold |
8
| – | – | ﹤0.01% | 726 |
|
|
2023
Q4 | $1.46K | Hold |
8
| – | – | ﹤0.01% | 725 |
|
|
2023
Q3 | $1.2K | Hold |
8
| – | – | ﹤0.01% | 755 |
|
|
2023
Q2 | $1.16K | Sell |
8
-71
| -90% | -$10.3K | ﹤0.01% | 774 |
|
|
2023
Q1 | $11.1K | Hold |
79
| – | – | ﹤0.01% | 514 |
|
|
2022
Q4 | $9.98K | Hold |
79
| – | – | ﹤0.01% | 519 |
|
|
2022
Q3 | $9K | Sell |
79
-2
| -2% | -$228 | ﹤0.01% | 525 |
|
|
2022
Q2 | $9K | Hold |
81
| – | – | ﹤0.01% | 509 |
|
|
2022
Q1 | $12K | Hold |
81
| – | – | ﹤0.01% | 553 |
|
|
2021
Q4 | $12K | Hold |
81
| – | – | ﹤0.01% | 535 |
|
|
2021
Q3 | $10K | Buy |
81
+1
| +1% | +$123 | ﹤0.01% | 588 |
|
|
2021
Q2 | $9K | Buy |
80
+9
| +13% | +$1.01K | ﹤0.01% | 591 |
|
|
2021
Q1 | $8K | Hold |
71
| – | – | ﹤0.01% | 546 |
|
|
2020
Q4 | $7K | Buy |
+71
| New | +$7K | ﹤0.01% | 563 |
|