Keystone Financial Services (Colorado)’s Wyndham Hotels & Resorts WH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$261K	Buy	3,211 +562	+21%	+$44K	0.08%	99
2025 Q4	$200K	Sell	2,649 -15	-0.6%	-$1.13K	0.06%	121
2025 Q3	$213K	Sell	2,664 -15	-0.6%	-$1.29K	0.07%	118
2025 Q2	$218K	Buy	2,679 +129	+5%	+$10.8K	0.07%	106
2025 Q1	$231K	Sell	2,550 -228	-8%	-$23.1K	0.09%	89
2024 Q4	$280K	Sell	2,778 -153	-5%	-$14.2K	0.11%	77
2024 Q3	$229K	Sell	2,931 -82	-3%	-$6.23K	0.09%	84
2024 Q2	$223K	Sell	3,013 -76	-2%	-$5.47K	0.09%	77
2024 Q1	$237K	Sell	3,089 -41	-1%	-$3.22K	0.1%	79
2023 Q4	$252K	Buy	3,130 +26	+0.8%	+$1.96K	0.12%	71
2023 Q3	$216K	Sell	3,104 -35	-1%	-$2.6K	0.11%	70
2023 Q2	$215K	Sell	3,139 -29	-0.9%	-$1.98K	0.11%	71
2023 Q1	$215K	Sell	3,168 -189	-6%	-$13.9K	0.12%	72
2022 Q4	$260K	Sell	3,357 -66	-2%	-$4.67K	0.14%	65
2022 Q3	$255K	Sell	3,423 -43	-1%	-$2.88K	0.15%	67
2022 Q2	$237K	Buy	3,466 +61	+2%	+$4.8K	0.13%	72
2022 Q1	$262K	Sell	3,405 -236	-6%	-$20.1K	0.15%	64
2021 Q4	$326K	Buy	+3,641	New	+$304K	0.17%	65