Navis Wealth Advisors’s Ashford Hospitality Trust AHT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-14,328
Closed -$86.3K 124
2025
Q2
$86.3K Sell
14,328
-12,962
-47% -$78.6K 0.07% 112
2025
Q1
$196K Sell
27,290
-8,850
-24% -$70.8K 0.19% 98
2024
Q4
$260K Buy
36,140
+13,599
+60% +$104K 0.28% 83
2024
Q3
$169K Buy
22,541
+4,520
+25% +$42.3K 0.18% 101
2024
Q2
$175K Buy
18,021
+7,515
+72% +$90.3K 0.2% 95
2024
Q1
$144K Buy
+10,506
New +$162K 0.17% 93
2021
Q3
Sell
-217
Closed -$99K 126
2021
Q2
$99K Buy
+217
New +$78.7K 0.08% 100

Other funds holding AHT