Creative Planning’s Choice Hotels CHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.23M | Buy |
11,922
+2,827
| +31% | +$294K | ﹤0.01% | 2287 |
|
|
2025
Q4 | $866K | Buy |
9,095
+6,257
| +220% | +$596K | ﹤0.01% | 2396 |
|
|
2025
Q3 | $303K | Buy |
2,838
+853
| +43% | +$104K | ﹤0.01% | 3133 |
|
|
2025
Q2 | $252K | Sell |
1,985
-337
| -15% | -$42.6K | ﹤0.01% | 3051 |
|
|
2025
Q1 | $308K | Sell |
2,322
-50
| -2% | -$7.13K | ﹤0.01% | 2732 |
|
|
2024
Q4 | $337K | Sell |
2,372
-71
| -3% | -$10K | ﹤0.01% | 2564 |
|
|
2024
Q3 | $318K | Buy |
2,443
+536
| +28% | +$67.2K | ﹤0.01% | 2469 |
|
|
2024
Q2 | $227K | Sell |
1,907
-52
| -3% | -$6.13K | ﹤0.01% | 2589 |
|
|
2024
Q1 | $248K | Buy |
1,959
+171
| +10% | +$20.4K | ﹤0.01% | 2411 |
|
|
2023
Q4 | $203K | Sell |
1,788
-299
| -14% | -$34.2K | ﹤0.01% | 2424 |
|
|
2023
Q3 | $256K | Buy |
2,087
+31
| +2% | +$3.9K | ﹤0.01% | 2061 |
|
|
2023
Q2 | $242K | Sell |
2,056
-130
| -6% | -$15.6K | ﹤0.01% | 2074 |
|
|
2023
Q1 | $256K | Sell |
2,186
-420
| -16% | -$50.3K | ﹤0.01% | 1936 |
|
|
2022
Q4 | $294K | Buy |
2,606
+730
| +39% | +$87.2K | ﹤0.01% | 1741 |
|
|
2022
Q3 | $205K | Buy |
+1,876
| New | +$215K | ﹤0.01% | 1900 |
|
|
2017
Q3 | – | Sell |
-737
| Closed | -$47K | – | 2192 |
|
|
2017
Q2 | $47K | Hold |
737
| – | – | ﹤0.01% | 2555 |
|
|
2017
Q1 | $46K | Sell |
737
-63
| -8% | -$3.7K | ﹤0.01% | 2534 |
|
|
2016
Q4 | $45K | Hold |
800
| – | – | ﹤0.01% | 2471 |
|
|
2016
Q3 | $36K | Hold |
800
| – | – | ﹤0.01% | 2616 |
|
|
2016
Q2 | $38K | Hold |
800
| – | – | ﹤0.01% | 2328 |
|
|
2016
Q1 | $43K | Hold |
800
| – | – | ﹤0.01% | 2206 |
|
|
2015
Q4 | $40K | Hold |
800
| – | – | ﹤0.01% | 2292 |
|
|
2015
Q3 | $38K | Buy |
+800
| New | +$41K | ﹤0.01% | 2242 |
|
|
2015
Q2 | – | Sell |
-800
| Closed | -$51K | – | 1410 |
|
|
2015
Q1 | $51K | Hold |
800
| – | – | ﹤0.01% | 2016 |
|
|
2014
Q4 | $45K | Sell |
800
-18
| -2% | -$967 | ﹤0.01% | 2075 |
|
|
2014
Q3 | $43K | Sell |
818
-55
| -6% | -$2.78K | ﹤0.01% | 2021 |
|
|
2014
Q2 | $41K | Buy |
873
+673
| +337% | +$30.3K | ﹤0.01% | 2000 |
|
|
2014
Q1 | $9K | Hold |
200
| – | – | ﹤0.01% | 2792 |
|
|
2013
Q4 | $10K | Sell |
200
-68
| -25% | -$3.1K | ﹤0.01% | 2554 |
|
|
2013
Q3 | $12K | Buy |
268
+68
| +34% | +$2.82K | ﹤0.01% | 2348 |
|
|
2013
Q2 | $8K | Buy |
+200
| New | +$8.23K | ﹤0.01% | 2348 |
|
Other funds holding CHH
VCM
VPM
VC
BTW
