Creative Planning’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 | $252K | Sell |
1,985
-337
| -15% | -$42.8K | ﹤0.01% | 3041 |
|
2025
Q1 | $308K | Sell |
2,322
-50
| -2% | -$6.64K | ﹤0.01% | 2725 |
|
2024
Q4 | $337K | Sell |
2,372
-71
| -3% | -$10.1K | ﹤0.01% | 2556 |
|
2024
Q3 | $318K | Buy |
2,443
+536
| +28% | +$69.8K | ﹤0.01% | 2469 |
|
2024
Q2 | $227K | Sell |
1,907
-52
| -3% | -$6.19K | ﹤0.01% | 2576 |
|
2024
Q1 | $248K | Buy |
1,959
+171
| +10% | +$21.6K | ﹤0.01% | 2401 |
|
2023
Q4 | $203K | Sell |
1,788
-299
| -14% | -$33.9K | ﹤0.01% | 2416 |
|
2023
Q3 | $256K | Buy |
2,087
+31
| +2% | +$3.8K | ﹤0.01% | 2055 |
|
2023
Q2 | $242K | Sell |
2,056
-130
| -6% | -$15.3K | ﹤0.01% | 2065 |
|
2023
Q1 | $256K | Sell |
2,186
-420
| -16% | -$49.2K | ﹤0.01% | 1929 |
|
2022
Q4 | $294K | Buy |
2,606
+730
| +39% | +$82.2K | ﹤0.01% | 1734 |
|
2022
Q3 | $205K | Buy |
+1,876
| New | +$205K | ﹤0.01% | 1888 |
|
2017
Q3 | – | Sell |
-737
| Closed | -$47K | – | 2147 |
|
2017
Q2 | $47K | Hold |
737
| – | – | ﹤0.01% | 2537 |
|
2017
Q1 | $46K | Sell |
737
-63
| -8% | -$3.93K | ﹤0.01% | 2514 |
|
2016
Q4 | $45K | Hold |
800
| – | – | ﹤0.01% | 2454 |
|
2016
Q3 | $36K | Hold |
800
| – | – | ﹤0.01% | 2593 |
|
2016
Q2 | $38K | Hold |
800
| – | – | ﹤0.01% | 2312 |
|
2016
Q1 | $43K | Hold |
800
| – | – | ﹤0.01% | 2193 |
|
2015
Q4 | $40K | Hold |
800
| – | – | ﹤0.01% | 2268 |
|
2015
Q3 | $38K | Buy |
+800
| New | +$38K | ﹤0.01% | 2230 |
|
2015
Q2 | – | Sell |
-800
| Closed | -$51K | – | 1359 |
|
2015
Q1 | $51K | Hold |
800
| – | – | ﹤0.01% | 2002 |
|
2014
Q4 | $45K | Sell |
800
-18
| -2% | -$1.01K | ﹤0.01% | 2057 |
|
2014
Q3 | $43K | Sell |
818
-55
| -6% | -$2.89K | ﹤0.01% | 2003 |
|
2014
Q2 | $41K | Buy |
873
+673
| +337% | +$31.6K | ﹤0.01% | 1977 |
|
2014
Q1 | $9K | Hold |
200
| – | – | ﹤0.01% | 2744 |
|
2013
Q4 | $10K | Sell |
200
-68
| -25% | -$3.4K | ﹤0.01% | 2554 |
|
2013
Q3 | $12K | Buy |
268
+68
| +34% | +$3.05K | ﹤0.01% | 2348 |
|
2013
Q2 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 2348 |
|