Waverly Advisors’s Hilton Worldwide HLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$479K Buy
2025
Q1
$300K Buy
2024
Q4
$314K Buy
2018
Q1
Sell
2017
Q4
$414K Sell
2017
Q3
$370K Sell
2017
Q2
$478K Hold
2017
Q1
$452K Buy