Valley National Advisers’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 | $67K | Buy |
256
+56
| +28% | +$14.7K | 0.01% | 351 |
|
2025
Q1 | $45K | Buy |
200
+142
| +245% | +$32K | 0.01% | 389 |
|
2024
Q4 | $14K | Buy |
+58
| New | +$14K | ﹤0.01% | 499 |
|
2024
Q3 | – | Sell |
-17
| Closed | -$3K | – | 915 |
|
2024
Q2 | $3K | Hold |
17
| – | – | ﹤0.01% | 832 |
|
2024
Q1 | $3K | Buy |
17
+7
| +70% | +$1.24K | ﹤0.01% | 869 |
|
2023
Q4 | $1K | Buy |
10
+5
| +100% | +$500 | ﹤0.01% | 1070 |
|
2023
Q3 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 938 |
|