Aptus Capital Advisors’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,787
| Closed | -$219K | – | 1496 |
|
|
2024
Q4 | $219K | Buy |
+7,787
| New | +$219K | ﹤0.01% | 860 |
|
|
2023
Q4 | – | Sell |
-9,910
| Closed | -$304K | – | 992 |
|
|
2023
Q3 | $304K | Buy |
9,910
+1,767
| +22% | +$54.2K | 0.01% | 469 |
|
|
2023
Q2 | $273K | Sell |
8,143
-526
| -6% | -$17.6K | 0.01% | 412 |
|
|
2023
Q1 | $261K | Buy |
+8,669
| New | +$261K | 0.01% | 416 |
|
|
2021
Q3 | – | Sell |
-57,860
| Closed | -$1.99M | – | 587 |
|
|
2021
Q2 | $1.99M | Buy |
+57,860
| New | +$1.99M | 0.06% | 125 |
|
|
2019
Q4 | – | Sell |
-89,540
| Closed | -$2.48M | – | 517 |
|
|
2019
Q3 | $2.48M | Buy |
+89,540
| New | +$2.48M | 0.14% | 73 |
|