Waldron Private Wealth’s Hilton Worldwide HLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,242
| Closed | -$307K | – | 353 |
|
|
2024
Q4 | $307K | Buy |
1,242
+12
| +1% | +$2.97K | 0.01% | 328 |
|
|
2024
Q3 | $284K | Buy |
1,230
+39
| +3% | +$8.99K | 0.01% | 335 |
|
|
2024
Q2 | $260K | Sell |
1,191
-13
| -1% | -$2.84K | 0.01% | 343 |
|
|
2024
Q1 | $257K | Sell |
1,204
-276
| -19% | -$58.9K | 0.01% | 346 |
|
|
2023
Q4 | $269K | Buy |
+1,480
| New | +$269K | 0.01% | 330 |
|