Ownership history in Concord Wealth Partners · 19 quarters on record
This page tracks every 13F SEC filing in which Concord Wealth Partners reported a position in WYNDHAM HOTELS & RESORTS INC (WH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 251 | — | 0% | 0.00% | $20K | $79.04 |
| 2025 Q2 | UNCHANGED | 251 | — | 0% | 0.00% | $20K | $79.95 |
| 2025 Q1 | REDUCED | 251 | -291 | -53.7% | 0.00% | $23K | $88.66 |
| 2024 Q4 | REDUCED | 542 | -1 | -0.2% | 0.01% | $55K | $98.28 |
| 2024 Q3 | ADDED | 543 | +291 | +115.5% | 0.01% | $42K | $75.92 |
| 2024 Q2 | REDUCED | 252 | -771 | -75.4% | 0.00% | $19K | $71.54 |
| 2024 Q1 | ADDED | 1,023 | +424 | +70.8% | 0.01% | $79K | $73.82 |
| 2023 Q4 | REDUCED | 599 | -787 | -56.8% | 0.01% | $48K | $76.96 |
| 2023 Q3 | REDUCED | 1,386 | -120 | -8.0% | 0.02% | $96K | $66.27 |
| 2023 Q2 | ADDED | 1,506 | +309 | +25.8% | 0.02% | $103K | $65.04 |
As of 2025 Q4 — sorted by position size