Creative Planning’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 | $920K | Sell |
11,328
-1,951
| -15% | -$158K | ﹤0.01% | 1929 |
|
|
2025
Q1 | $1.2M | Sell |
13,279
-554
| -4% | -$50.1K | ﹤0.01% | 1565 |
|
|
2024
Q4 | $1.39M | Buy |
13,833
+874
| +7% | +$88.1K | ﹤0.01% | 1387 |
|
|
2024
Q3 | $1.01M | Buy |
12,959
+1,294
| +11% | +$101K | ﹤0.01% | 1499 |
|
|
2024
Q2 | $863K | Buy |
11,665
+496
| +4% | +$36.7K | ﹤0.01% | 1515 |
|
|
2024
Q1 | $857K | Sell |
11,169
-10
| -0.1% | -$767 | ﹤0.01% | 1430 |
|
|
2023
Q4 | $899K | Buy |
11,179
+1,381
| +14% | +$111K | ﹤0.01% | 1285 |
|
|
2023
Q3 | $681K | Buy |
9,798
+489
| +5% | +$34K | ﹤0.01% | 1357 |
|
|
2023
Q2 | $638K | Buy |
9,309
+1,878
| +25% | +$129K | ﹤0.01% | 1398 |
|
|
2023
Q1 | $504K | Buy |
7,431
+1,432
| +24% | +$97.2K | ﹤0.01% | 1455 |
|
|
2022
Q4 | $428K | Buy |
5,999
+363
| +6% | +$25.9K | ﹤0.01% | 1503 |
|
|
2022
Q3 | $346K | Buy |
5,636
+1,123
| +25% | +$68.9K | ﹤0.01% | 1544 |
|
|
2022
Q2 | $297K | Buy |
4,513
+208
| +5% | +$13.7K | ﹤0.01% | 1611 |
|
|
2022
Q1 | $365K | Buy |
4,305
+36
| +0.8% | +$3.05K | ﹤0.01% | 1507 |
|
|
2021
Q4 | $383K | Buy |
4,269
+1,423
| +50% | +$128K | ﹤0.01% | 1470 |
|
|
2021
Q3 | $220K | Sell |
2,846
-52
| -2% | -$4.02K | ﹤0.01% | 1804 |
|
|
2021
Q2 | $209K | Sell |
2,898
-2,060
| -42% | -$149K | ﹤0.01% | 1776 |
|
|
2021
Q1 | $346K | Buy |
4,958
+1,043
| +27% | +$72.8K | ﹤0.01% | 1673 |
|
|
2020
Q4 | $233K | Buy |
+3,915
| New | +$233K | ﹤0.01% | 1752 |
|
|
2020
Q3 | – | Sell |
-5,480
| Closed | -$234K | – | 2028 |
|
|
2020
Q2 | $234K | Buy |
+5,480
| New | +$234K | ﹤0.01% | 1427 |
|
|
2020
Q1 | – | Sell |
-5,440
| Closed | -$342K | – | 1923 |
|
|
2019
Q4 | $342K | Sell |
5,440
-742
| -12% | -$46.6K | ﹤0.01% | 1320 |
|
|
2019
Q3 | $320K | Sell |
6,182
-764
| -11% | -$39.5K | ﹤0.01% | 1317 |
|
|
2019
Q2 | $387K | Sell |
6,946
-254
| -4% | -$14.2K | ﹤0.01% | 1214 |
|
|
2019
Q1 | $360K | Buy |
7,200
+1,018
| +16% | +$50.9K | ﹤0.01% | 1220 |
|
|
2018
Q4 | $280K | Sell |
6,182
-690
| -10% | -$31.3K | ﹤0.01% | 1267 |
|
|
2018
Q3 | $382K | Buy |
6,872
+302
| +5% | +$16.8K | ﹤0.01% | 1238 |
|
|
2018
Q2 | $386K | Buy |
+6,570
| New | +$386K | ﹤0.01% | 1208 |
|