B. Riley Wealth Advisors’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $613K | Sell |
21,791
-25,332
| -54% | -$713K | 0.02% | 618 |
|
|
2024
Q3 | $1.57M | Sell |
47,123
-587
| -1% | -$19.6K | 0.04% | 384 |
|
|
2024
Q2 | $1.35M | Sell |
47,710
-16,066
| -25% | -$456K | 0.03% | 442 |
|
|
2024
Q1 | $1.96M | Buy |
63,776
+14,528
| +29% | +$445K | 0.05% | 365 |
|
|
2023
Q4 | $1.71M | Sell |
49,248
-14,528
| -23% | -$505K | 0.05% | 395 |
|
|
2023
Q3 | $1.96M | Buy |
63,776
+17,578
| +38% | +$539K | 0.05% | 365 |
|
|
2023
Q2 | $1.55M | Buy |
46,198
+24,690
| +115% | +$827K | 0.03% | 440 |
|
|
2023
Q1 | $648K | Sell |
21,508
-2,096
| -9% | -$63.2K | 0.02% | 703 |
|
|
2022
Q4 | $732K | Sell |
23,604
-2,590
| -10% | -$80.3K | 0.02% | 649 |
|
|
2022
Q3 | $748K | Buy |
26,194
+9,879
| +61% | +$282K | 0.02% | 607 |
|
|
2022
Q2 | $541K | Buy |
16,315
+376
| +2% | +$12.5K | 0.02% | 627 |
|
|
2022
Q1 | $605K | Buy |
15,939
+1,605
| +11% | +$60.9K | 0.02% | 658 |
|
|
2021
Q4 | $590K | Buy |
14,334
+2,127
| +17% | +$87.5K | 0.02% | 730 |
|
|
2021
Q3 | $435K | Sell |
12,207
-445
| -4% | -$15.9K | 0.01% | 846 |
|
|
2021
Q2 | $436K | Sell |
12,652
-22,545
| -64% | -$777K | 0.01% | 835 |
|
|
2021
Q1 | $1.25M | Buy |
+35,197
| New | +$1.25M | 0.04% | 424 |
|
|
2020
Q1 | – | Sell |
-13,269
| Closed | -$401K | – | 906 |
|
|
2019
Q4 | $401K | Sell |
13,269
-276
| -2% | -$8.34K | 0.03% | 499 |
|
|
2019
Q3 | $376K | Buy |
13,545
+2,083
| +18% | +$57.8K | 0.04% | 509 |
|
|
2019
Q2 | $302K | Buy |
11,462
+677
| +6% | +$17.8K | 0.03% | 561 |
|
|
2019
Q1 | $285K | Buy |
+10,785
| New | +$285K | 0.04% | 524 |
|
|
2018
Q4 | – | Sell |
-6,709
| Closed | -$218K | – | 745 |
|
|
2018
Q3 | $218K | Buy |
6,709
+668
| +11% | +$21.7K | 0.03% | 619 |
|
|
2018
Q2 | $221K | Buy |
+6,041
| New | +$221K | 0.03% | 580 |
|
|
2015
Q1 | – | Sell |
-5,344
| Closed | -$192 | – | 2001 |
|
|
2014
Q4 | $192 | Buy |
+5,344
| New | +$192 | ﹤0.01% | 1400 |
|
|
2014
Q3 | – | Sell |
-4,484
| Closed | -$148K | – | 1911 |
|
|
2014
Q2 | $148K | Sell |
4,484
-532
| -11% | -$17.6K | 0.03% | 565 |
|
|
2014
Q1 | $147K | Buy |
5,016
+1,322
| +36% | +$38.7K | 0.04% | 496 |
|
|
2013
Q4 | $117K | Buy |
3,694
+300
| +9% | +$9.5K | 0.04% | 511 |
|
|
2013
Q3 | $97K | Sell |
3,394
-925
| -21% | -$26.4K | 0.03% | 546 |
|
|
2013
Q2 | $123K | Buy |
+4,319
| New | +$123K | 0.04% | 491 |
|