AOWM
Alpha Omega Wealth Management’s Weyerhaeuser WY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $366K | Sell |
14,263
-7,460
| -34% | -$192K | 0.07% | 161 |
|
|
2025
Q1 | $636K | Sell |
21,723
-598
| -3% | -$17.5K | 0.12% | 126 |
|
|
2024
Q4 | $628K | Sell |
22,321
-320
| -1% | -$9.01K | 0.12% | 129 |
|
|
2024
Q3 | $767K | Sell |
22,641
-18
| -0.1% | -$609 | 0.14% | 125 |
|
|
2024
Q2 | $643K | Sell |
22,659
-31
| -0.1% | -$880 | 0.12% | 131 |
|
|
2024
Q1 | $815K | Sell |
22,690
-7
| -0% | -$251 | 0.15% | 123 |
|
|
2023
Q4 | $789K | Sell |
22,697
-200
| -0.9% | -$6.95K | 0.13% | 123 |
|
|
2023
Q3 | $702K | Sell |
22,897
-3,038
| -12% | -$93.1K | 0.12% | 124 |
|
|
2023
Q2 | $869K | Sell |
25,935
-500
| -2% | -$16.8K | 0.15% | 118 |
|
|
2023
Q1 | $796K | Sell |
26,435
-921
| -3% | -$27.8K | 0.14% | 122 |
|
|
2022
Q4 | $848K | Sell |
27,356
-753
| -3% | -$23.3K | 0.15% | 117 |
|
|
2022
Q3 | $803K | Hold |
28,109
| – | – | 0.15% | 113 |
|
|
2022
Q2 | $931K | Sell |
28,109
-17
| -0.1% | -$563 | 0.17% | 110 |
|
|
2022
Q1 | $1.07M | Sell |
28,126
-700
| -2% | -$26.5K | 0.17% | 108 |
|
|
2021
Q4 | $1.2M | Sell |
28,826
-300
| -1% | -$12.5K | 0.18% | 110 |
|
|
2021
Q3 | $1.04M | Hold |
29,126
| – | – | 0.17% | 111 |
|
|
2021
Q2 | $1M | Sell |
29,126
-2,271
| -7% | -$78.2K | 0.16% | 109 |
|
|
2021
Q1 | $1.12M | Sell |
31,397
-1,210
| -4% | -$43.1K | 0.2% | 104 |
|
|
2020
Q4 | $1.09M | Sell |
32,607
-584
| -2% | -$19.6K | 0.19% | 96 |
|
|
2020
Q3 | $947K | Sell |
33,191
-410
| -1% | -$11.7K | 0.13% | 98 |
|
|
2020
Q2 | $755K | Sell |
33,601
-5,410
| -14% | -$122K | 0.11% | 106 |
|
|
2020
Q1 | $661K | Hold |
39,011
| – | – | 0.12% | 109 |
|
|
2019
Q4 | $1.18M | Sell |
39,011
-2,300
| -6% | -$69.5K | 0.19% | 91 |
|
|
2019
Q3 | $1.22M | Buy |
41,311
+33,818
| +451% | +$1M | 0.2% | 90 |
|
|
2019
Q2 | $197K | Sell |
7,493
-77
| -1% | -$2.02K | 0.08% | 134 |
|
|
2019
Q1 | $199K | Hold |
7,570
| – | – | 0.09% | 135 |
|
|
2018
Q4 | $165K | Sell |
7,570
-810
| -10% | -$17.7K | 0.08% | 133 |
|
|
2018
Q3 | $270K | Sell |
8,380
-220
| -3% | -$7.09K | 0.12% | 107 |
|
|
2018
Q2 | $314K | Hold |
8,600
| – | – | 0.15% | 95 |
|
|
2018
Q1 | $301K | Sell |
8,600
-400
| -4% | -$14K | 0.15% | 97 |
|
|
2017
Q4 | $317K | Sell |
9,000
-320
| -3% | -$11.3K | 0.16% | 97 |
|
|
2017
Q3 | $317K | Sell |
9,320
-640
| -6% | -$21.8K | 0.16% | 96 |
|
|
2017
Q2 | $334K | Sell |
9,960
-320
| -3% | -$10.7K | 0.17% | 94 |
|
|
2017
Q1 | $349K | Hold |
10,280
| – | – | 0.19% | 93 |
|
|
2016
Q4 | $309K | Buy |
+10,280
| New | +$309K | 0.16% | 96 |
|