AE Wealth Management’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-72,690
| Closed | -$2.41M | – | 2010 |
|
|
2023
Q4 | $2.41M | Sell |
72,690
-72,606
| -50% | -$2.4M | 0.01% | 841 |
|
|
2023
Q3 | $4.45M | Sell |
145,296
-28,328
| -16% | -$869K | 0.03% | 575 |
|
|
2023
Q2 | $5.82M | Buy |
173,624
+82,951
| +91% | +$2.78M | 0.04% | 496 |
|
|
2023
Q1 | $2.73M | Sell |
90,673
-12,838
| -12% | -$387K | 0.02% | 688 |
|
|
2022
Q4 | $3.21M | Buy |
103,511
+29,087
| +39% | +$902K | 0.02% | 599 |
|
|
2022
Q3 | $2.13M | Sell |
74,424
-15,118
| -17% | -$432K | 0.02% | 681 |
|
|
2022
Q2 | $2.97M | Buy |
89,542
+23,285
| +35% | +$771K | 0.02% | 540 |
|
|
2022
Q1 | $2.51M | Sell |
66,257
-9,511
| -13% | -$360K | 0.02% | 638 |
|
|
2021
Q4 | $3.12M | Buy |
75,768
+1,648
| +2% | +$67.9K | 0.02% | 554 |
|
|
2021
Q3 | $2.64M | Sell |
74,120
-18,646
| -20% | -$663K | 0.02% | 556 |
|
|
2021
Q2 | $3.19M | Buy |
92,766
+2,705
| +3% | +$93.1K | 0.03% | 488 |
|
|
2021
Q1 | $3.21M | Buy |
90,061
+12,861
| +17% | +$458K | 0.03% | 430 |
|
|
2020
Q4 | $2.59M | Buy |
77,200
+872
| +1% | +$29.2K | 0.03% | 426 |
|
|
2020
Q3 | $2.18M | Sell |
76,328
-55,350
| -42% | -$1.58M | 0.03% | 400 |
|
|
2020
Q2 | $2.96M | Buy |
131,678
+32,343
| +33% | +$726K | 0.05% | 310 |
|
|
2020
Q1 | $1.68M | Buy |
99,335
+31,361
| +46% | +$532K | 0.04% | 344 |
|
|
2019
Q4 | $2.05M | Buy |
67,974
+13,187
| +24% | +$398K | 0.04% | 336 |
|
|
2019
Q3 | $1.52M | Sell |
54,787
-421
| -0.8% | -$11.7K | 0.04% | 336 |
|
|
2019
Q2 | $1.45M | Buy |
55,208
+42,155
| +323% | +$1.11M | 0.04% | 308 |
|
|
2019
Q1 | $344K | Buy |
13,053
+988
| +8% | +$26K | 0.02% | 427 |
|
|
2018
Q4 | $264K | Sell |
12,065
-2,998
| -20% | -$65.6K | 0.05% | 374 |
|
|
2018
Q3 | $486K | Buy |
15,063
+5,096
| +51% | +$164K | 0.03% | 330 |
|
|
2018
Q2 | $363K | Buy |
9,967
+203
| +2% | +$7.39K | 0.02% | 304 |
|
|
2018
Q1 | $342K | Buy |
+9,764
| New | +$342K | 0.03% | 305 |
|