Baldwin Wealth Partners’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $617K | Sell |
24,015
-6,384
| -21% | -$164K | 0.04% | 133 |
|
|
2025
Q1 | $890K | Sell |
30,399
-4,771
| -14% | -$140K | 0.06% | 105 |
|
|
2024
Q4 | $990K | Sell |
35,170
-10,430
| -23% | -$294K | 0.07% | 106 |
|
|
2024
Q3 | $1.54M | Sell |
45,600
-2,860
| -6% | -$96.8K | 0.11% | 100 |
|
|
2024
Q2 | $1.38M | Sell |
48,460
-10,824
| -18% | -$307K | 0.11% | 89 |
|
|
2024
Q1 | $2.13M | Sell |
59,284
-7,912
| -12% | -$284K | 0.16% | 80 |
|
|
2023
Q4 | $2.34M | Sell |
67,196
-30,918
| -32% | -$1.08M | 0.18% | 77 |
|
|
2023
Q3 | $3.01M | Sell |
98,114
-8,989
| -8% | -$276K | 0.26% | 73 |
|
|
2023
Q2 | $3.59M | Sell |
107,103
-1,965
| -2% | -$65.8K | 0.29% | 72 |
|
|
2023
Q1 | $3.29M | Sell |
109,068
-866
| -0.8% | -$26.1K | 0.29% | 72 |
|
|
2022
Q4 | $3.41M | Buy |
109,934
+105,456
| +2,355% | +$3.27M | 0.31% | 76 |
|
|
2022
Q3 | $128K | Hold |
4,478
| – | – | 0.02% | 212 |
|
|
2022
Q2 | $148K | Hold |
4,478
| – | – | 0.02% | 219 |
|
|
2022
Q1 | $170K | Hold |
4,478
| – | – | 0.02% | 223 |
|
|
2021
Q4 | $184K | Hold |
4,478
| – | – | 0.02% | 210 |
|
|
2021
Q3 | $159K | Sell |
4,478
-1,280
| -22% | -$45.4K | 0.02% | 221 |
|
|
2021
Q2 | $198K | Buy |
5,758
+1,280
| +29% | +$44K | 0.02% | 201 |
|
|
2021
Q1 | $159K | Hold |
4,478
| – | – | 0.02% | 211 |
|
|
2020
Q4 | $150K | Hold |
4,478
| – | – | 0.02% | 207 |
|
|
2020
Q3 | $128K | Sell |
4,478
-20
| -0.4% | -$572 | 0.02% | 205 |
|
|
2020
Q2 | $101K | Sell |
4,498
-660
| -13% | -$14.8K | 0.01% | 224 |
|
|
2020
Q1 | $87K | Hold |
5,158
| – | – | 0.02% | 216 |
|
|
2019
Q4 | $156K | Hold |
5,158
| – | – | 0.02% | 197 |
|
|
2019
Q3 | $143K | Hold |
5,158
| – | – | 0.02% | 196 |
|
|
2019
Q2 | $136K | Hold |
5,158
| – | – | 0.02% | 220 |
|
|
2019
Q1 | $136K | Buy |
5,158
+3,300
| +178% | +$87K | 0.02% | 219 |
|
|
2018
Q4 | $41K | Hold |
1,858
| – | – | 0.01% | 309 |
|
|
2018
Q3 | $60K | Hold |
1,858
| – | – | 0.01% | 293 |
|
|
2018
Q2 | $68K | Hold |
1,858
| – | – | 0.01% | 281 |
|
|
2018
Q1 | $65K | Sell |
1,858
-312
| -14% | -$10.9K | 0.01% | 268 |
|
|
2017
Q4 | $77K | Sell |
2,170
-58
| -3% | -$2.06K | 0.01% | 264 |
|
|
2017
Q3 | $76K | Sell |
2,228
-680
| -23% | -$23.2K | 0.01% | 255 |
|
|
2017
Q2 | $97K | Hold |
2,908
| – | – | 0.02% | 242 |
|
|
2017
Q1 | $99K | Sell |
2,908
-772
| -21% | -$26.3K | 0.02% | 237 |
|
|
2016
Q4 | $111K | Hold |
3,680
| – | – | 0.02% | 218 |
|
|
2016
Q3 | $118K | Hold |
3,680
| – | – | 0.02% | 214 |
|
|
2016
Q2 | $110K | Hold |
3,680
| – | – | 0.02% | 200 |
|
|
2016
Q1 | $114K | Buy |
+3,680
| New | +$114K | 0.02% | 227 |
|