Accordant Advisory Group’s Weyerhaeuser WY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.11M Buy
121,083
+5,378
+5% +$138K 2.32% 12
2025
Q1
$3.39M Buy
115,705
+34,194
+42% +$1M 3.31% 12
2024
Q4
$2.29M Buy
+81,511
New +$2.29M 2.21% 14
2024
Q3
Sell
-80,276
Closed -$2.28M 13
2024
Q2
$2.28M Buy
80,276
+942
+1% +$26.7K 2.16% 16
2024
Q1
$2.85M Buy
+79,334
New +$2.85M 2.13% 11