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