Wellspring Financial 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
Q3
Sell
2025
Q2
$222K Buy
2025
Q1
Sell
2024
Q4
$245K Sell
2024
Q3
$233K Sell
2024
Q2
$243K Buy
2024
Q1
$235K Buy