Allworth Financial’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Buy |
9,387
+1,828
| +24% | +$47K | ﹤0.01% | 1095 |
|
|
2025
Q1 | $193K | Buy |
7,559
+608
| +9% | +$15.5K | ﹤0.01% | 960 |
|
|
2024
Q4 | $207K | Buy |
6,951
+3,356
| +93% | +$99.9K | ﹤0.01% | 932 |
|
|
2024
Q3 | $122K | Sell |
3,595
-156
| -4% | -$5.28K | ﹤0.01% | 993 |
|
|
2024
Q2 | $113K | Sell |
3,751
-100
| -3% | -$3.01K | ﹤0.01% | 1028 |
|
|
2024
Q1 | $138K | Buy |
3,851
+367
| +11% | +$13.2K | ﹤0.01% | 905 |
|
|
2023
Q4 | $121K | Sell |
3,484
-141
| -4% | -$4.9K | ﹤0.01% | 878 |
|
|
2023
Q3 | $111K | Buy |
3,625
+90
| +3% | +$2.76K | ﹤0.01% | 844 |
|
|
2023
Q2 | $118K | Buy |
3,535
+116
| +3% | +$3.89K | ﹤0.01% | 836 |
|
|
2023
Q1 | $103K | Sell |
3,419
-125
| -4% | -$3.77K | ﹤0.01% | 847 |
|
|
2022
Q4 | $110K | Buy |
3,544
+343
| +11% | +$10.6K | ﹤0.01% | 792 |
|
|
2022
Q3 | $91K | Buy |
3,201
+782
| +32% | +$22.2K | ﹤0.01% | 795 |
|
|
2022
Q2 | $80K | Sell |
2,419
-314
| -11% | -$10.4K | ﹤0.01% | 777 |
|
|
2022
Q1 | $104K | Sell |
2,733
-95
| -3% | -$3.62K | ﹤0.01% | 716 |
|
|
2021
Q4 | $116K | Buy |
2,828
+584
| +26% | +$24K | ﹤0.01% | 652 |
|
|
2021
Q3 | $80K | Buy |
2,244
+264
| +13% | +$9.41K | ﹤0.01% | 664 |
|
|
2021
Q2 | $68K | Sell |
1,980
-3,366
| -63% | -$116K | ﹤0.01% | 550 |
|
|
2021
Q1 | $190K | Buy |
5,346
+3,431
| +179% | +$122K | ﹤0.01% | 359 |
|
|
2020
Q4 | $64K | Buy |
1,915
+683
| +55% | +$22.8K | ﹤0.01% | 435 |
|
|
2020
Q3 | $35K | Hold |
1,232
| – | – | ﹤0.01% | 474 |
|
|
2020
Q2 | $28K | Buy |
1,232
+297
| +32% | +$6.75K | ﹤0.01% | 519 |
|
|
2020
Q1 | $16K | Buy |
935
+7
| +0.8% | +$120 | ﹤0.01% | 604 |
|
|
2019
Q4 | $28K | Buy |
928
+3
| +0.3% | +$91 | ﹤0.01% | 460 |
|
|
2019
Q3 | $26K | Buy |
925
+427
| +86% | +$12K | ﹤0.01% | 415 |
|
|
2019
Q2 | $13K | Buy |
498
+3
| +0.6% | +$78 | ﹤0.01% | 537 |
|
|
2019
Q1 | $13K | Sell |
495
-266
| -35% | -$6.99K | ﹤0.01% | 535 |
|
|
2018
Q4 | $17K | Sell |
761
-1,000
| -57% | -$22.3K | ﹤0.01% | 441 |
|
|
2018
Q3 | $57K | Hold |
1,761
| – | – | ﹤0.01% | 271 |
|
|
2018
Q2 | $64K | Hold |
1,761
| – | – | ﹤0.01% | 253 |
|
|
2018
Q1 | $62K | Sell |
1,761
-466
| -21% | -$16.4K | ﹤0.01% | 226 |
|
|
2017
Q4 | $79K | Buy |
2,227
+761
| +52% | +$27K | 0.01% | 193 |
|
|
2017
Q3 | $50K | Hold |
1,466
| – | – | ﹤0.01% | 241 |
|
|
2017
Q2 | $49K | Hold |
1,466
| – | – | ﹤0.01% | 255 |
|
|
2017
Q1 | $50K | Hold |
1,466
| – | – | ﹤0.01% | 233 |
|
|
2016
Q4 | $44K | Sell |
1,466
-190
| -11% | -$5.7K | ﹤0.01% | 227 |
|
|
2016
Q3 | $53K | Hold |
1,656
| – | – | 0.01% | 212 |
|
|
2016
Q2 | $49K | Buy |
1,656
+190
| +13% | +$5.62K | 0.01% | 208 |
|
|
2016
Q1 | $45K | Hold |
1,466
| – | – | 0.01% | 220 |
|
|
2015
Q4 | $44K | Hold |
1,466
| – | – | 0.01% | 218 |
|
|
2015
Q3 | $40K | Hold |
1,466
| – | – | 0.01% | 232 |
|
|
2015
Q2 | $46K | Buy |
+1,466
| New | +$46K | 0.02% | 212 |
|