Carson Wealth (CWM LLC)’s Wyndham Hotels & Resorts WH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$200K Buy
2,464
+18
+0.7% +$1.46K ﹤0.01% 2170
2025
Q1
$221K Buy
2,446
+1,348
+123% +$122K ﹤0.01% 1855
2024
Q4
$111K Sell
1,098
-201
-15% -$20.3K ﹤0.01% 2216
2024
Q3
$102K Sell
1,299
-1,791
-58% -$141K ﹤0.01% 2186
2024
Q2
$229K Buy
3,090
+1,264
+69% +$93.7K ﹤0.01% 1519
2024
Q1
$140K Buy
1,826
+1,391
+320% +$107K ﹤0.01% 1685
2023
Q4
$35K Sell
435
-115
-21% -$9.25K ﹤0.01% 2401
2023
Q3
$38K Sell
550
-44
-7% -$3.04K ﹤0.01% 2255
2023
Q2
$41K Buy
594
+101
+20% +$6.97K ﹤0.01% 2124
2023
Q1
$33K Buy
493
+71
+17% +$4.75K ﹤0.01% 2163
2022
Q4
$30K Buy
422
+10
+2% +$711 ﹤0.01% 2091
2022
Q3
$25K Buy
412
+30
+8% +$1.82K ﹤0.01% 2095
2022
Q2
$25K Buy
382
+353
+1,217% +$23.1K ﹤0.01% 1988
2022
Q1
$2K Buy
29
+21
+263% +$1.45K ﹤0.01% 3231
2021
Q4
$1K Buy
+8
New +$1K ﹤0.01% 3378
2019
Q1
Sell
-18
Closed -$1K 3270
2018
Q4
$1K Buy
18
+9
+100% +$500 ﹤0.01% 2006
2018
Q3
$1K Buy
+9
New +$1K ﹤0.01% 1765