WJWM
Williams Jones Wealth Management’s Choice Hotels CHH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-6,000
| Closed | -$714K | – | 545 |
|
2024
Q2 | $714K | Hold |
6,000
| – | – | 0.01% | 295 |
|
2024
Q1 | $758K | Hold |
6,000
| – | – | 0.01% | 292 |
|
2023
Q4 | $680K | Hold |
6,000
| – | – | 0.01% | 295 |
|
2023
Q3 | $735K | Hold |
6,000
| – | – | 0.01% | 283 |
|
2023
Q2 | $705K | Hold |
6,000
| – | – | 0.01% | 300 |
|
2023
Q1 | $703K | Hold |
6,000
| – | – | 0.01% | 319 |
|
2022
Q4 | $676K | Hold |
6,000
| – | – | 0.01% | 320 |
|
2022
Q3 | $657K | Hold |
6,000
| – | – | 0.01% | 324 |
|
2022
Q2 | $670K | Hold |
6,000
| – | – | 0.01% | 324 |
|
2022
Q1 | $851K | Hold |
6,000
| – | – | 0.01% | 282 |
|
2021
Q4 | $936K | Hold |
6,000
| – | – | 0.01% | 267 |
|
2021
Q3 | $758K | Hold |
6,000
| – | – | 0.01% | 274 |
|
2021
Q2 | $713K | Hold |
6,000
| – | – | 0.01% | 279 |
|
2021
Q1 | $644K | Hold |
6,000
| – | – | 0.01% | 283 |
|
2020
Q4 | $640K | Hold |
6,000
| – | – | 0.01% | 262 |
|
2020
Q3 | $516K | Hold |
6,000
| – | – | 0.01% | 265 |
|
2020
Q2 | $473K | Hold |
6,000
| – | – | 0.01% | 266 |
|
2020
Q1 | $368K | Hold |
6,000
| – | – | 0.01% | 265 |
|
2019
Q4 | $621K | Hold |
6,000
| – | – | 0.01% | 251 |
|
2019
Q3 | $534K | Buy |
+6,000
| New | +$534K | 0.01% | 261 |
|