Addison Advisors’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $59.1K | Buy |
2,420
+755
| +45% | +$19K | 0.01% | 396 |
|
|
2025
Q4 | $39.4K | Buy |
1,665
+757
| +83% | +$17.5K | 0.01% | 452 |
|
|
2025
Q3 | $22.5K | Sell |
908
-1,688
| -65% | -$43.2K | 0.01% | 533 |
|
|
2025
Q2 | $66.7K | Sell |
2,596
-46
| -2% | -$1.2K | 0.02% | 370 |
|
|
2025
Q1 | $77.4K | Buy |
2,642
+1,495
| +130% | +$44.5K | 0.02% | 332 |
|
|
2024
Q4 | $32.3K | Sell |
1,147
-1,812
| -61% | -$56.5K | 0.01% | 434 |
|
|
2024
Q3 | $100K | Buy |
2,959
+133
| +5% | +$4.09K | 0.03% | 309 |
|
|
2024
Q2 | $80.2K | Sell |
2,826
-134
| -5% | -$4.14K | 0.03% | 315 |
|
|
2024
Q1 | $106K | Buy |
2,960
+172
| +6% | +$5.82K | 0.04% | 278 |
|
|
2023
Q4 | $96.9K | Sell |
2,788
-14
| -0.5% | -$436 | 0.04% | 276 |
|
|
2023
Q3 | $85.9K | Buy |
2,802
+77
| +3% | +$2.54K | 0.04% | 264 |
|
|
2023
Q2 | $91.3K | Buy |
2,725
+133
| +5% | +$4K | 0.05% | 253 |
|
|
2023
Q1 | $78.1K | Buy |
2,592
+283
| +12% | +$8.92K | 0.04% | 251 |
|
|
2022
Q4 | $71.6K | Buy |
2,309
+1,884
| +443% | +$58.4K | 0.04% | 255 |
|
|
2022
Q3 | $12K | Buy |
425
+141
| +50% | +$4.8K | 0.01% | 435 |
|
|
2022
Q2 | $9K | Sell |
284
-1,117
| -80% | -$42.6K | 0.01% | 455 |
|
|
2022
Q1 | $53K | Buy |
1,401
+1,139
| +435% | +$45.2K | 0.03% | 280 |
|
|
2021
Q4 | $11K | Buy |
262
+12
| +5% | +$456 | 0.01% | 400 |
|
|
2021
Q3 | $9K | Hold |
250
| – | – | 0.01% | 314 |
|
|
2021
Q2 | $9K | Buy |
+250
| New | +$9.28K | 0.01% | 310 |
|
|
2020
Q4 | $8K | Buy |
+250
| New | +$7.52K | 0.01% | 306 |
|
Other funds holding WY
VPM
VCM
