United Capital Financial Advisors’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 | $269K | Sell |
3,315
-175
| -5% | -$14.2K | ﹤0.01% | 951 |
|
|
2025
Q1 | $316K | Buy |
3,490
+18
| +0.5% | +$1.63K | ﹤0.01% | 868 |
|
|
2024
Q4 | $350K | Sell |
3,472
-33
| -0.9% | -$3.33K | ﹤0.01% | 829 |
|
|
2024
Q3 | $274K | Sell |
3,505
-503
| -13% | -$39.3K | ﹤0.01% | 909 |
|
|
2024
Q2 | $297K | Buy |
4,008
+90
| +2% | +$6.66K | ﹤0.01% | 850 |
|
|
2024
Q1 | $301K | Buy |
3,918
+212
| +6% | +$16.3K | ﹤0.01% | 868 |
|
|
2023
Q4 | $298K | Buy |
3,706
+677
| +22% | +$54.4K | ﹤0.01% | 865 |
|
|
2023
Q3 | $211K | Buy |
+3,029
| New | +$211K | ﹤0.01% | 791 |
|
|
2023
Q2 | – | Sell |
-3,513
| Closed | -$238K | – | 980 |
|
|
2023
Q1 | $238K | Buy |
3,513
+488
| +16% | +$33.1K | ﹤0.01% | 880 |
|
|
2022
Q4 | $216K | Sell |
3,025
-3,503
| -54% | -$250K | ﹤0.01% | 965 |
|
|
2022
Q3 | $400K | Sell |
6,528
-4,690
| -42% | -$287K | ﹤0.01% | 816 |
|
|
2022
Q2 | $737K | Buy |
11,218
+3,440
| +44% | +$226K | ﹤0.01% | 697 |
|
|
2022
Q1 | $659K | Buy |
7,778
+356
| +5% | +$30.2K | ﹤0.01% | 770 |
|
|
2021
Q4 | $665K | Buy |
+7,422
| New | +$665K | ﹤0.01% | 784 |
|