Wealthspire Advisors (New York)’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 | $362K | Buy |
+1,360
| New | +$362K | ﹤0.01% | 616 |
|
|
2021
Q3 | – | Sell |
-5,798
| Closed | -$699K | – | 588 |
|
|
2021
Q2 | $699K | Sell |
5,798
-860
| -13% | -$104K | 0.02% | 193 |
|
|
2021
Q1 | $805K | Buy |
6,658
+272
| +4% | +$32.9K | 0.02% | 298 |
|
|
2020
Q4 | $711K | Buy |
+6,386
| New | +$711K | 0.02% | 252 |
|
|
2020
Q2 | – | Sell |
-27,725
| Closed | -$1.89M | – | 380 |
|
|
2020
Q1 | $1.89M | Buy |
+27,725
| New | +$1.89M | 0.08% | 128 |
|
|
2019
Q1 | – | Sell |
-16
| Closed | -$1K | – | 369 |
|
|
2018
Q4 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 804 |
|