Keystone Financial Services (Colorado)’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
$218K Buy
2,679
+129
+5% +$10.5K 0.07% 106
2025
Q1
$231K Sell
2,550
-228
-8% -$20.6K 0.09% 89
2024
Q4
$280K Sell
2,778
-153
-5% -$15.4K 0.11% 77
2024
Q3
$229K Sell
2,931
-82
-3% -$6.41K 0.09% 84
2024
Q2
$223K Sell
3,013
-76
-2% -$5.62K 0.09% 77
2024
Q1
$237K Sell
3,089
-41
-1% -$3.15K 0.1% 79
2023
Q4
$252K Buy
3,130
+26
+0.8% +$2.09K 0.12% 71
2023
Q3
$216K Sell
3,104
-35
-1% -$2.43K 0.11% 70
2023
Q2
$215K Sell
3,139
-29
-0.9% -$1.99K 0.11% 71
2023
Q1
$215K Sell
3,168
-189
-6% -$12.8K 0.12% 72
2022
Q4
$260K Sell
3,357
-66
-2% -$5.12K 0.14% 65
2022
Q3
$255K Sell
3,423
-43
-1% -$3.2K 0.15% 67
2022
Q2
$237K Buy
3,466
+61
+2% +$4.17K 0.13% 72
2022
Q1
$262K Sell
3,405
-236
-6% -$18.2K 0.15% 64
2021
Q4
$326K Buy
+3,641
New +$326K 0.17% 65