United Capital Financial 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
Q2 | $3.71M | Sell |
13,923
-53
| -0.4% | -$14.1K | 0.03% | 322 |
|
|
2025
Q1 | $3.18M | Buy |
13,976
+2,837
| +25% | +$646K | 0.03% | 344 |
|
|
2024
Q4 | $2.75M | Buy |
11,139
+540
| +5% | +$133K | 0.02% | 355 |
|
|
2024
Q3 | $2.44M | Buy |
10,599
+1,234
| +13% | +$284K | 0.02% | 374 |
|
|
2024
Q2 | $2.04M | Buy |
9,365
+3,470
| +59% | +$757K | 0.02% | 398 |
|
|
2024
Q1 | $1.26M | Buy |
5,895
+108
| +2% | +$23K | 0.01% | 512 |
|
|
2023
Q4 | $1.05M | Buy |
+5,787
| New | +$1.05M | 0.01% | 549 |
|
|
2023
Q1 | – | Sell |
-2,792
| Closed | -$353K | – | 1002 |
|
|
2022
Q4 | $353K | Sell |
2,792
-45
| -2% | -$5.69K | ﹤0.01% | 839 |
|
|
2022
Q3 | $342K | Sell |
2,837
-515
| -15% | -$62.1K | ﹤0.01% | 864 |
|
|
2022
Q2 | $374K | Buy |
3,352
+231
| +7% | +$25.8K | ﹤0.01% | 877 |
|
|
2022
Q1 | $474K | Buy |
3,121
+126
| +4% | +$19.1K | ﹤0.01% | 843 |
|
|
2021
Q4 | $467K | Sell |
2,995
-2,175
| -42% | -$339K | ﹤0.01% | 878 |
|
|
2021
Q3 | $683K | Buy |
5,170
+25
| +0.5% | +$3.3K | ﹤0.01% | 777 |
|
|
2021
Q2 | $621K | Sell |
5,145
-163
| -3% | -$19.7K | ﹤0.01% | 812 |
|
|
2021
Q1 | $642K | Buy |
5,308
+993
| +23% | +$120K | ﹤0.01% | 783 |
|
|
2020
Q4 | $480K | Buy |
+4,315
| New | +$480K | ﹤0.01% | 855 |
|
|
2020
Q3 | – | Sell |
-7,762
| Closed | -$570K | – | 1182 |
|
|
2020
Q2 | $570K | Buy |
+7,762
| New | +$570K | ﹤0.01% | 820 |
|
|
2020
Q1 | – | Sell |
-50,064
| Closed | -$5.55M | – | 1261 |
|
|
2019
Q4 | $5.55M | Buy |
50,064
+5,243
| +12% | +$582K | 0.04% | 401 |
|
|
2019
Q3 | $4.17M | Buy |
44,821
+1,682
| +4% | +$157K | 0.03% | 449 |
|
|
2019
Q2 | $4.22M | Buy |
43,139
+39,971
| +1,262% | +$3.91M | 0.03% | 452 |
|
|
2019
Q1 | $263K | Sell |
3,168
-2,148
| -40% | -$178K | ﹤0.01% | 1158 |
|
|
2018
Q4 | $382K | Sell |
5,316
-941
| -15% | -$67.6K | ﹤0.01% | 989 |
|
|
2018
Q3 | $505K | Sell |
6,257
-3,825
| -38% | -$309K | ﹤0.01% | 969 |
|
|
2018
Q2 | $798K | Sell |
10,082
-907
| -8% | -$71.8K | 0.01% | 821 |
|
|
2018
Q1 | $865K | Sell |
10,989
-2,264
| -17% | -$178K | 0.01% | 811 |
|
|
2017
Q4 | $1.06M | Sell |
13,253
-1,972
| -13% | -$157K | 0.01% | 767 |
|
|
2017
Q3 | $1.06M | Sell |
15,225
-1,244
| -8% | -$86.4K | 0.01% | 764 |
|
|
2017
Q2 | $1.02M | Buy |
16,469
+1,934
| +13% | +$120K | 0.01% | 759 |
|
|
2017
Q1 | $850K | Buy |
14,535
+3,579
| +33% | +$209K | 0.01% | 787 |
|
|
2016
Q4 | $5.5M | Buy |
10,956
+680
| +7% | +$342K | 0.05% | 353 |
|
|
2016
Q3 | $707K | Buy |
10,276
+1,113
| +12% | +$76.6K | 0.01% | 868 |
|
|
2016
Q2 | $632K | Sell |
9,163
-58,437
| -86% | -$4.03M | 0.01% | 854 |
|
|
2016
Q1 | $4.57M | Buy |
67,600
+4,542
| +7% | +$307K | 0.05% | 353 |
|
|
2015
Q4 | $4.05M | Buy |
63,058
+4,110
| +7% | +$264K | 0.05% | 377 |
|
|
2015
Q3 | $4.06M | Sell |
58,948
-23,141
| -28% | -$1.59M | 0.05% | 364 |
|
|
2015
Q2 | $6.79M | Buy |
82,089
+6,918
| +9% | +$572K | 0.08% | 286 |
|
|
2015
Q1 | $6.53M | Buy |
+75,171
| New | +$6.53M | 0.08% | 294 |
|