Valeo 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 | $448K | Buy |
1,683
+291
| +21% | +$77.5K | 0.01% | 482 |
|
|
2025
Q1 | $317K | Buy |
1,392
+121
| +10% | +$27.5K | 0.01% | 516 |
|
|
2024
Q4 | $314K | Sell |
1,271
-24
| -2% | -$5.93K | 0.01% | 517 |
|
|
2024
Q3 | $298K | Sell |
1,295
-32
| -2% | -$7.38K | 0.01% | 522 |
|
|
2024
Q2 | $290K | Buy |
1,327
+134
| +11% | +$29.2K | 0.01% | 523 |
|
|
2024
Q1 | $244K | Buy |
1,193
+1
| +0.1% | +$205 | 0.01% | 562 |
|
|
2023
Q4 | $217K | Buy |
+1,192
| New | +$217K | 0.01% | 574 |
|
|
2021
Q2 | – | Sell |
-192
| Closed | -$23K | – | 999 |
|
|
2021
Q1 | $23K | Sell |
192
-23
| -11% | -$2.76K | ﹤0.01% | 1065 |
|
|
2020
Q4 | $24K | Buy |
215
+15
| +8% | +$1.67K | ﹤0.01% | 962 |
|
|
2020
Q3 | $17K | Sell |
200
-400
| -67% | -$34K | ﹤0.01% | 919 |
|
|
2020
Q2 | $44K | Buy |
600
+467
| +351% | +$34.2K | ﹤0.01% | 740 |
|
|
2020
Q1 | $9K | Buy |
133
+11
| +9% | +$744 | ﹤0.01% | 1082 |
|
|
2019
Q4 | $14K | Buy |
122
+4
| +3% | +$459 | ﹤0.01% | 987 |
|
|
2019
Q3 | $11K | Hold |
118
| – | – | ﹤0.01% | 991 |
|
|
2019
Q2 | $12K | Hold |
118
| – | – | ﹤0.01% | 968 |
|
|
2019
Q1 | $10K | Buy |
118
+18
| +18% | +$1.53K | ﹤0.01% | 957 |
|
|
2018
Q4 | $7K | Sell |
100
-8
| -7% | -$560 | ﹤0.01% | 967 |
|
|
2018
Q3 | $7K | Buy |
108
+6
| +6% | +$389 | ﹤0.01% | 1068 |
|
|
2018
Q2 | $8K | Sell |
102
-102
| -50% | -$8K | ﹤0.01% | 1000 |
|
|
2018
Q1 | $16K | Buy |
204
+177
| +656% | +$13.9K | ﹤0.01% | 781 |
|
|
2017
Q4 | $2K | Buy |
27
+21
| +350% | +$1.56K | ﹤0.01% | 1181 |
|
|
2017
Q3 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1194 |
|