Avantax Advisory Services’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Sell |
41,456
-717
| -2% | -$18.4K | 0.01% | 1130 |
|
|
2025
Q1 | $1.23M | Buy |
42,173
+6,634
| +19% | +$194K | 0.01% | 982 |
|
|
2024
Q4 | $1M | Buy |
35,539
+1,577
| +5% | +$44.4K | 0.01% | 1039 |
|
|
2024
Q3 | $1.15M | Buy |
33,962
+4,545
| +15% | +$154K | 0.01% | 952 |
|
|
2024
Q2 | $835K | Buy |
29,417
+17,381
| +144% | +$493K | 0.01% | 1076 |
|
|
2024
Q1 | $432K | Buy |
12,036
+2,340
| +24% | +$84K | ﹤0.01% | 1116 |
|
|
2023
Q4 | $337K | Buy |
9,696
+544
| +6% | +$18.9K | ﹤0.01% | 1180 |
|
|
2023
Q3 | $281K | Sell |
9,152
-850
| -8% | -$26.1K | ﹤0.01% | 1234 |
|
|
2023
Q2 | $335K | Buy |
10,002
+333
| +3% | +$11.2K | ﹤0.01% | 1125 |
|
|
2023
Q1 | $291K | Sell |
9,669
-556
| -5% | -$16.8K | ﹤0.01% | 1167 |
|
|
2022
Q4 | $317K | Sell |
10,225
-1,812
| -15% | -$56.2K | ﹤0.01% | 1081 |
|
|
2022
Q3 | $344K | Sell |
12,037
-1,259
| -9% | -$36K | 0.01% | 935 |
|
|
2022
Q2 | $440K | Sell |
13,296
-224
| -2% | -$7.41K | 0.01% | 838 |
|
|
2022
Q1 | $511K | Buy |
13,520
+5,450
| +68% | +$206K | 0.01% | 782 |
|
|
2021
Q4 | $332K | Buy |
8,070
+1,188
| +17% | +$48.9K | 0.01% | 931 |
|
|
2021
Q3 | $249K | Buy |
+6,882
| New | +$249K | ﹤0.01% | 1005 |
|
|
2021
Q2 | – | Sell |
-8,048
| Closed | -$285K | – | 1163 |
|
|
2021
Q1 | $285K | Buy |
+8,048
| New | +$285K | 0.01% | 829 |
|
|
2020
Q4 | – | Sell |
-20,046
| Closed | -$573K | – | 1367 |
|
|
2020
Q3 | $573K | Buy |
+20,046
| New | +$573K | 0.01% | 746 |
|
|
2020
Q1 | – | Sell |
-7,135
| Closed | -$217K | – | 905 |
|
|
2019
Q4 | $217K | Buy |
+7,135
| New | +$217K | 0.01% | 758 |
|