Geneos Wealth Management’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 | $33.7K | Sell |
415
-18
| -4% | -$1.46K | ﹤0.01% | 1774 |
|
2025
Q1 | $87.2K | Buy |
433
+181
| +72% | +$36.4K | ﹤0.01% | 1641 |
|
2024
Q4 | $25.4K | Hold |
252
| – | – | ﹤0.01% | 1610 |
|
2024
Q3 | $19.7K | Buy |
252
+195
| +342% | +$15.2K | ﹤0.01% | 1563 |
|
2024
Q2 | $4.22K | Hold |
57
| – | – | ﹤0.01% | 1759 |
|
2024
Q1 | $4.38K | Sell |
57
-10
| -15% | -$768 | ﹤0.01% | 1735 |
|
2023
Q4 | $5.39K | Hold |
67
| – | – | ﹤0.01% | 1711 |
|
2023
Q3 | $4.66K | Hold |
67
| – | – | ﹤0.01% | 1763 |
|
2023
Q2 | $4.59K | Buy |
67
+10
| +18% | +$686 | ﹤0.01% | 1760 |
|
2023
Q1 | $3.87K | Sell |
57
-10
| -15% | -$678 | ﹤0.01% | 1789 |
|
2022
Q4 | $4.78K | Hold |
67
| – | – | ﹤0.01% | 1717 |
|
2022
Q3 | $4K | Sell |
67
-360
| -84% | -$21.5K | ﹤0.01% | 1755 |
|
2022
Q2 | $28K | Buy |
427
+80
| +23% | +$5.25K | ﹤0.01% | 1535 |
|
2022
Q1 | $29K | Sell |
347
-20
| -5% | -$1.67K | ﹤0.01% | 1624 |
|
2021
Q4 | $32K | Buy |
367
+30
| +9% | +$2.62K | ﹤0.01% | 1675 |
|
2021
Q3 | $27K | Hold |
337
| – | – | ﹤0.01% | 1774 |
|
2021
Q2 | $24K | Sell |
337
-23
| -6% | -$1.64K | ﹤0.01% | 1830 |
|
2021
Q1 | $26K | Hold |
360
| – | – | ﹤0.01% | 1945 |
|
2020
Q4 | $23K | Buy |
360
+23
| +7% | +$1.47K | ﹤0.01% | 1832 |
|
2020
Q3 | $16K | Hold |
337
| – | – | ﹤0.01% | 1770 |
|
2020
Q2 | $13K | Hold |
337
| – | – | ﹤0.01% | 1816 |
|
2020
Q1 | $10K | Hold |
337
| – | – | ﹤0.01% | 1835 |
|
2019
Q4 | $21K | Hold |
337
| – | – | ﹤0.01% | 1675 |
|
2019
Q3 | $17K | Hold |
337
| – | – | ﹤0.01% | 1692 |
|
2019
Q2 | $18K | Sell |
337
-21
| -6% | -$1.12K | ﹤0.01% | 1692 |
|
2019
Q1 | $17K | Hold |
358
| – | – | ﹤0.01% | 1651 |
|
2018
Q4 | $16K | Hold |
358
| – | – | ﹤0.01% | 1611 |
|
2018
Q3 | $19K | Hold |
358
| – | – | ﹤0.01% | 1603 |
|
2018
Q2 | $21K | Buy |
+358
| New | +$21K | ﹤0.01% | 1433 |
|