Western Financial Corp’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 | $1.3M | Sell |
4,870
-12
| -0.2% | -$3.2K | 0.7% | 40 |
|
|
2025
Q1 | $1.11M | Sell |
4,882
-25
| -0.5% | -$5.69K | 0.65% | 43 |
|
|
2024
Q4 | $1.21M | Sell |
4,907
-41
| -0.8% | -$10.1K | 0.67% | 39 |
|
|
2024
Q3 | $1.14M | Sell |
4,948
-5
| -0.1% | -$1.15K | 0.65% | 44 |
|
|
2024
Q2 | $1.08M | Hold |
4,953
| – | – | 0.65% | 38 |
|
|
2024
Q1 | $1.06M | Buy |
4,953
+757
| +18% | +$161K | 0.65% | 37 |
|
|
2023
Q4 | $764K | Sell |
4,196
-19
| -0.5% | -$3.46K | 0.51% | 56 |
|
|
2023
Q3 | $633K | Sell |
4,215
-10
| -0.2% | -$1.5K | 0.46% | 68 |
|
|
2023
Q2 | $615K | Buy |
4,225
+10
| +0.2% | +$1.46K | 0.42% | 74 |
|
|
2023
Q1 | $594K | Buy |
+4,215
| New | +$594K | 0.42% | 79 |
|
|
2022
Q3 | – | Sell |
-3,358
| Closed | -$374K | – | 100 |
|
|
2022
Q2 | $374K | Buy |
+3,358
| New | +$374K | 0.27% | 81 |
|