Summit Trail Advisors’s Hilton Worldwide HLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$824K Buy
2025
Q1
$635K Sell
2024
Q4
$693K Buy
2024
Q3
$644K Buy
2024
Q2
$548K Buy
2024
Q1
$535K Buy
2023
Q4
$353K Sell
2023
Q3
$349K Buy
2023
Q2
$321K Buy
2023
Q1
$226K Buy
2018
Q1
Sell
2017
Q4
$15K Buy