Avior Wealth Management’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 |
-6,722
| Closed | -$189K | – | 2366 |
|
|
2024
Q4 | $189K | Buy |
6,722
+281
| +4% | +$7.91K | 0.01% | 718 |
|
|
2024
Q3 | $218K | Buy |
6,441
+19
| +0.3% | +$643 | 0.01% | 670 |
|
|
2024
Q2 | $182K | Sell |
6,422
-841
| -12% | -$23.9K | 0.01% | 692 |
|
|
2024
Q1 | $261K | Buy |
7,263
+1,109
| +18% | +$39.8K | 0.01% | 631 |
|
|
2023
Q4 | $214K | Sell |
6,154
-71
| -1% | -$2.47K | 0.01% | 508 |
|
|
2023
Q3 | $191K | Buy |
6,225
+102
| +2% | +$3.13K | 0.01% | 533 |
|
|
2023
Q2 | $205K | Hold |
6,123
| – | – | 0.01% | 520 |
|
|
2023
Q1 | $184K | Buy |
6,123
+400
| +7% | +$12.1K | 0.01% | 542 |
|
|
2022
Q4 | $177K | Hold |
5,723
| – | – | 0.01% | 479 |
|
|
2022
Q3 | $163K | Buy |
5,723
+834
| +17% | +$23.8K | 0.01% | 476 |
|
|
2022
Q2 | $161K | Hold |
4,889
| – | – | 0.02% | 447 |
|
|
2022
Q1 | $185K | Hold |
4,889
| – | – | 0.02% | 440 |
|
|
2021
Q4 | $201K | Sell |
4,889
-4,889
| -50% | -$201K | 0.02% | 430 |
|
|
2021
Q3 | $347K | Buy |
9,778
+9,278
| +1,856% | +$329K | 0.03% | 364 |
|
|
2021
Q2 | $17K | Hold |
500
| – | – | ﹤0.01% | 670 |
|
|
2021
Q1 | $17K | Hold |
500
| – | – | ﹤0.01% | 675 |
|
|
2020
Q4 | $16K | Hold |
500
| – | – | ﹤0.01% | 648 |
|
|
2020
Q3 | $14K | Hold |
500
| – | – | ﹤0.01% | 648 |
|
|
2020
Q2 | $11K | Hold |
500
| – | – | ﹤0.01% | 660 |
|
|
2020
Q1 | $8K | Buy |
+500
| New | +$8K | ﹤0.01% | 606 |
|
|
2017
Q2 | – | Sell |
-400
| Closed | -$14K | – | 500 |
|
|
2017
Q1 | $14K | Buy |
+400
| New | +$14K | ﹤0.01% | 327 |
|