Congress Wealth Management’s Choice Hotels CHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-22,208
| Closed | -$2.95M | – | 1184 |
|
|
2025
Q1 | $2.95M | Buy |
22,208
+3,277
| +17% | +$435K | 0.04% | 422 |
|
|
2024
Q4 | $2.69M | Buy |
18,931
+2,539
| +15% | +$360K | 0.04% | 367 |
|
|
2024
Q3 | $2.14M | Buy |
16,392
+236
| +1% | +$30.8K | 0.03% | 414 |
|
|
2024
Q2 | $1.92M | Buy |
16,156
+1,590
| +11% | +$189K | 0.03% | 363 |
|
|
2024
Q1 | $1.84M | Buy |
14,566
+59
| +0.4% | +$7.46K | 0.03% | 326 |
|
|
2023
Q4 | $1.64M | Sell |
14,507
-77,698
| -84% | -$8.8M | 0.03% | 339 |
|
|
2023
Q3 | $11.3M | Buy |
92,205
+3,008
| +3% | +$369K | 0.23% | 127 |
|
|
2023
Q2 | $10.5M | Buy |
89,197
+1,017
| +1% | +$120K | 0.24% | 130 |
|
|
2023
Q1 | $10.3M | Buy |
88,180
+6,505
| +8% | +$762K | 0.25% | 127 |
|
|
2022
Q4 | $9.2M | Buy |
81,675
+66,280
| +431% | +$7.47M | 0.24% | 132 |
|
|
2022
Q3 | $1.69M | Buy |
15,395
+1,960
| +15% | +$215K | 0.05% | 287 |
|
|
2022
Q2 | $1.5M | Buy |
13,435
+777
| +6% | +$86.7K | 0.04% | 301 |
|
|
2022
Q1 | $1.79M | Buy |
12,658
+7,306
| +137% | +$1.04M | 0.04% | 302 |
|
|
2021
Q4 | $835K | Buy |
+5,352
| New | +$835K | 0.02% | 392 |
|