Patriot Financial Group Insurance Agency’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 | $456K | Buy |
5,615
+866
| +18% | +$70.3K | 0.05% | 327 |
|
|
2025
Q1 | $430K | Buy |
4,749
+369
| +8% | +$33.4K | 0.06% | 317 |
|
|
2024
Q4 | $441K | Sell |
4,380
-84
| -2% | -$8.47K | 0.06% | 303 |
|
|
2024
Q3 | $349K | Buy |
4,464
+15
| +0.3% | +$1.17K | 0.05% | 354 |
|
|
2024
Q2 | $329K | Buy |
4,449
+479
| +12% | +$35.4K | 0.05% | 346 |
|
|
2024
Q1 | $305K | Buy |
3,970
+441
| +12% | +$33.8K | 0.05% | 359 |
|
|
2023
Q4 | $284K | Sell |
3,529
-210
| -6% | -$16.9K | 0.05% | 345 |
|
|
2023
Q3 | $260K | Buy |
3,739
+147
| +4% | +$10.2K | 0.05% | 358 |
|
|
2023
Q2 | $246K | Buy |
3,592
+131
| +4% | +$8.98K | 0.05% | 383 |
|
|
2023
Q1 | $235K | Buy |
3,461
+140
| +4% | +$9.5K | 0.05% | 389 |
|
|
2022
Q4 | $237K | Buy |
+3,321
| New | +$237K | 0.03% | 359 |
|
|
2022
Q3 | – | Sell |
-2,522
| Closed | -$166K | – | 1942 |
|
|
2022
Q2 | $166K | Buy |
2,522
+586
| +30% | +$38.6K | 0.03% | 417 |
|
|
2022
Q1 | $164K | Buy |
1,936
+513
| +36% | +$43.5K | 0.03% | 451 |
|
|
2021
Q4 | $128K | Buy |
1,423
+50
| +4% | +$4.5K | 0.02% | 581 |
|
|
2021
Q3 | $106K | Buy |
1,373
+478
| +53% | +$36.9K | 0.02% | 636 |
|
|
2021
Q2 | $65K | Buy |
895
+481
| +116% | +$34.9K | 0.01% | 760 |
|
|
2021
Q1 | $29K | Buy |
414
+409
| +8,180% | +$28.7K | 0.01% | 966 |
|
|
2020
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 2016 |
|
|
2020
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 1869 |
|
|
2020
Q2 | $0 | Sell |
5
-5
| -50% | – | ﹤0.01% | 1868 |
|
|
2020
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 1776 |
|
|
2019
Q4 | $1K | Sell |
10
-1
| -9% | -$100 | ﹤0.01% | 1273 |
|
|
2019
Q3 | $1K | Sell |
11
-35
| -76% | -$3.18K | ﹤0.01% | 1251 |
|
|
2019
Q2 | $3K | Buy |
46
+11
| +31% | +$717 | ﹤0.01% | 1068 |
|
|
2019
Q1 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 1052 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 1284 |
|