Waterway Wealth Management’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 | $804K | Hold |
3,029
| – | – | 0.24% | 44 |
|
2025
Q1 | $684K | Hold |
3,029
| – | – | 0.28% | 40 |
|
2024
Q4 | $749K | Sell |
3,029
-7
| -0.2% | -$1.73K | 0.33% | 31 |
|
2024
Q3 | $700K | Hold |
3,036
| – | – | 0.3% | 34 |
|
2024
Q2 | $662K | Hold |
3,036
| – | – | 0.33% | 32 |
|
2024
Q1 | $648K | Buy |
3,036
+7
| +0.2% | +$1.49K | 0.28% | 26 |
|
2023
Q4 | $552K | Buy |
+3,029
| New | +$552K | 0.23% | 29 |
|