Concord Wealth Partners’s Wyndham Hotels & Resorts WH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.4K | Hold |
251
| – | – | ﹤0.01% | 455 |
|
|
2025
Q1 | $22.7K | Sell |
251
-291
| -54% | -$26.3K | ﹤0.01% | 421 |
|
|
2024
Q4 | $54.6K | Sell |
542
-1
| -0.2% | -$101 | 0.01% | 316 |
|
|
2024
Q3 | $42.4K | Buy |
543
+291
| +115% | +$22.7K | 0.01% | 358 |
|
|
2024
Q2 | $18.6K | Sell |
252
-771
| -75% | -$56.9K | ﹤0.01% | 436 |
|
|
2024
Q1 | $78.5K | Buy |
1,023
+424
| +71% | +$32.5K | 0.01% | 293 |
|
|
2023
Q4 | $48.2K | Sell |
599
-787
| -57% | -$63.3K | 0.01% | 363 |
|
|
2023
Q3 | $96.4K | Sell |
1,386
-120
| -8% | -$8.35K | 0.02% | 288 |
|
|
2023
Q2 | $103K | Buy |
1,506
+309
| +26% | +$21.2K | 0.02% | 274 |
|
|
2023
Q1 | $81.2K | Sell |
1,197
-309
| -21% | -$21K | 0.02% | 277 |
|
|
2022
Q4 | $107K | Buy |
+1,506
| New | +$107K | 0.03% | 237 |
|
|
2022
Q3 | – | Sell |
-1,446
| Closed | -$95K | – | 1160 |
|
|
2022
Q2 | $95K | Hold |
1,446
| – | – | 0.03% | 269 |
|
|
2022
Q1 | $122K | Hold |
1,446
| – | – | 0.03% | 266 |
|
|
2021
Q4 | $130K | Buy |
1,446
+251
| +21% | +$22.6K | 0.03% | 269 |
|
|
2021
Q3 | $92K | Sell |
1,195
-251
| -17% | -$19.3K | 0.04% | 148 |
|
|
2021
Q2 | $105K | Sell |
1,446
-286
| -17% | -$20.8K | 0.03% | 228 |
|
|
2021
Q1 | $121K | Sell |
1,732
-310
| -15% | -$21.7K | 0.04% | 187 |
|
|
2020
Q4 | $121K | Buy |
+2,042
| New | +$121K | 0.09% | 117 |
|