Waverly 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 | $479K | Buy |
1,797
+477
| +36% | +$127K | 0.01% | 813 |
|
|
2025
Q1 | $300K | Buy |
1,320
+50
| +4% | +$11.4K | ﹤0.01% | 922 |
|
|
2024
Q4 | $314K | Buy |
+1,270
| New | +$314K | ﹤0.01% | 806 |
|
|
2018
Q1 | – | Sell |
-5,179
| Closed | -$414K | – | 264 |
|
|
2017
Q4 | $414K | Sell |
5,179
-142
| -3% | -$11.4K | 0.06% | 162 |
|
|
2017
Q3 | $370K | Sell |
5,321
-2,408
| -31% | -$167K | 0.08% | 157 |
|
|
2017
Q2 | $478K | Hold |
7,729
| – | – | 0.12% | 135 |
|
|
2017
Q1 | $452K | Buy |
+7,729
| New | +$452K | 0.12% | 138 |
|