Carson Wealth (CWM LLC)’s Choice Hotels CHH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$444K Buy
3,502
+70
+2% +$8.88K ﹤0.01% 1643
2025
Q1
$456K Buy
3,432
+21
+0.6% +$2.79K ﹤0.01% 1484
2024
Q4
$484K Buy
3,411
+56
+2% +$7.95K ﹤0.01% 1388
2024
Q3
$437K Sell
3,355
-23
-0.7% -$3K ﹤0.01% 1373
2024
Q2
$402K Sell
3,378
-796
-19% -$94.7K ﹤0.01% 1275
2024
Q1
$527K Buy
4,174
+3,114
+294% +$393K ﹤0.01% 1115
2023
Q4
$120K Buy
1,060
+30
+3% +$3.4K ﹤0.01% 1642
2023
Q3
$126K Buy
1,030
+33
+3% +$4.04K ﹤0.01% 1511
2023
Q2
$117K Buy
997
+4
+0.4% +$469 ﹤0.01% 1492
2023
Q1
$116K Sell
993
-31
-3% -$3.62K ﹤0.01% 1418
2022
Q4
$115K Sell
1,024
-305
-23% -$34.3K ﹤0.01% 1314
2022
Q3
$146K Buy
1,329
+457
+52% +$50.2K ﹤0.01% 1166
2022
Q2
$97K Buy
872
+122
+16% +$13.6K ﹤0.01% 1327
2022
Q1
$106K Sell
750
-127
-14% -$17.9K ﹤0.01% 1296
2021
Q4
$137K Buy
+877
New +$137K ﹤0.01% 1176
2021
Q2
$104K Hold
877
﹤0.01% 1117
2021
Q1
$104K Hold
877
﹤0.01% 1117
2020
Q4
$104K Hold
877
﹤0.01% 1117
2020
Q3
$104K Hold
877
﹤0.01% 1117
2020
Q2
$104K Hold
877
﹤0.01% 1117
2020
Q1
$104K Hold
877
﹤0.01% 1117
2019
Q4
$104K Hold
877
﹤0.01% 1117
2019
Q3
$104K Hold
877
﹤0.01% 1117
2019
Q2
$104K Hold
877
﹤0.01% 1117
2019
Q1
$104K Buy
877
+869
+10,863% +$103K ﹤0.01% 1117
2018
Q4
$1K Buy
8
+3
+60% +$375 ﹤0.01% 1851
2018
Q3
$0 Buy
+5
New ﹤0.01% 1848