Summit Financial’s Hilton Worldwide HLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$296K Buy
1,111
+143
+15% +$38.1K 0.01% 685
2025
Q1
$220K Buy
968
+40
+4% +$9.1K 0.01% 676
2024
Q4
$229K Buy
+928
New +$229K 0.01% 592