Steward Partners Investment Advisory’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 | $9.58K | Sell |
118
-12
| -9% | -$974 | ﹤0.01% | 3234 |
|
|
2025
Q1 | $11.8K | Buy |
130
+9
| +7% | +$815 | ﹤0.01% | 3017 |
|
|
2024
Q4 | $12.2K | Buy |
121
+36
| +42% | +$3.63K | ﹤0.01% | 3011 |
|
|
2024
Q3 | $6.64K | Buy |
85
+45
| +113% | +$3.52K | ﹤0.01% | 3106 |
|
|
2024
Q2 | $2.96K | Hold |
40
| – | – | ﹤0.01% | 3193 |
|
|
2024
Q1 | $3.07K | Hold |
40
| – | – | ﹤0.01% | 3188 |
|
|
2023
Q4 | $3.22K | Hold |
40
| – | – | ﹤0.01% | 3109 |
|
|
2023
Q3 | $2.78K | Sell |
40
-183
| -82% | -$12.7K | ﹤0.01% | 3011 |
|
|
2023
Q2 | $15.3K | Sell |
223
-229
| -51% | -$15.7K | ﹤0.01% | 2414 |
|
|
2023
Q1 | $30.7K | Sell |
452
-125
| -22% | -$8.48K | ﹤0.01% | 2075 |
|
|
2022
Q4 | $41.1K | Hold |
577
| – | – | ﹤0.01% | 1915 |
|
|
2022
Q3 | $35K | Sell |
577
-13,169
| -96% | -$799K | ﹤0.01% | 1964 |
|
|
2022
Q2 | $903K | Buy |
13,746
+13,513
| +5,800% | +$888K | 0.02% | 666 |
|
|
2022
Q1 | $20K | Buy |
233
+125
| +116% | +$10.7K | ﹤0.01% | 2380 |
|
|
2021
Q4 | $10K | Hold |
108
| – | – | ﹤0.01% | 2615 |
|
|
2021
Q3 | $8K | Sell |
108
-800
| -88% | -$59.3K | ﹤0.01% | 2693 |
|
|
2021
Q2 | $66K | Buy |
908
+800
| +741% | +$58.2K | ﹤0.01% | 2810 |
|
|
2021
Q1 | $7.54K | Sell |
108
-12
| -10% | -$837 | ﹤0.01% | 2888 |
|
|
2020
Q4 | $7K | Buy |
120
+12
| +11% | +$700 | ﹤0.01% | 2433 |
|
|
2020
Q3 | $5K | Hold |
108
| – | – | ﹤0.01% | 2393 |
|
|
2020
Q2 | $5K | Hold |
108
| – | – | ﹤0.01% | 2296 |
|
|
2020
Q1 | $3K | Hold |
108
| – | – | ﹤0.01% | 2240 |
|
|
2019
Q4 | $6K | Hold |
108
| – | – | ﹤0.01% | 2202 |
|
|
2019
Q3 | $5K | Hold |
108
| – | – | ﹤0.01% | 2264 |
|
|
2019
Q2 | $6K | Buy |
+108
| New | +$6K | ﹤0.01% | 2180 |
|
|
2018
Q4 | – | Sell |
-364
| Closed | -$20K | – | 2160 |
|
|
2018
Q3 | $20K | Hold |
364
| – | – | ﹤0.01% | 1560 |
|
|
2018
Q2 | $21K | Buy |
+364
| New | +$21K | ﹤0.01% | 1456 |
|