Bartlett & Co 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
Q2 | $124K | Sell |
4,819
-505
| -9% | -$13K | ﹤0.01% | 508 |
|
|
2025
Q1 | $156K | Buy |
5,324
+5
| +0.1% | +$146 | ﹤0.01% | 474 |
|
|
2024
Q4 | $150K | Sell |
5,319
-2,000
| -27% | -$56.3K | ﹤0.01% | 484 |
|
|
2024
Q3 | $248K | Sell |
7,319
-225
| -3% | -$7.62K | ﹤0.01% | 418 |
|
|
2024
Q2 | $214K | Hold |
7,544
| – | – | ﹤0.01% | 432 |
|
|
2024
Q1 | $271K | Hold |
7,544
| – | – | ﹤0.01% | 418 |
|
|
2023
Q4 | $265K | Sell |
7,544
-3,000
| -28% | -$105K | ﹤0.01% | 436 |
|
|
2023
Q3 | $323K | Sell |
10,544
-3,400
| -24% | -$104K | 0.01% | 393 |
|
|
2023
Q2 | $467K | Buy |
13,944
+6,625
| +91% | +$222K | 0.01% | 351 |
|
|
2023
Q1 | $221K | Buy |
7,319
+1,600
| +28% | +$48.2K | ﹤0.01% | 366 |
|
|
2022
Q4 | $177K | Hold |
5,719
| – | – | ﹤0.01% | 399 |
|
|
2022
Q3 | $163K | Hold |
5,719
| – | – | ﹤0.01% | 399 |
|
|
2022
Q2 | $189K | Hold |
5,719
| – | – | ﹤0.01% | 380 |
|
|
2022
Q1 | $217K | Hold |
5,719
| – | – | ﹤0.01% | 376 |
|
|
2021
Q4 | $236K | Hold |
5,719
| – | – | ﹤0.01% | 372 |
|
|
2021
Q3 | $203K | Sell |
5,719
-1,000
| -15% | -$35.6K | ﹤0.01% | 332 |
|
|
2021
Q2 | $231K | Hold |
6,719
| – | – | ﹤0.01% | 318 |
|
|
2021
Q1 | $239K | Hold |
6,719
| – | – | ﹤0.01% | 317 |
|
|
2020
Q4 | $225K | Hold |
6,719
| – | – | ﹤0.01% | 319 |
|
|
2020
Q3 | $192K | Sell |
6,719
-1,581
| -19% | -$45.1K | ﹤0.01% | 315 |
|
|
2020
Q2 | $186K | Sell |
8,300
-10,684
| -56% | -$240K | ﹤0.01% | 318 |
|
|
2020
Q1 | $322K | Buy |
18,984
+12,959
| +215% | +$220K | 0.01% | 260 |
|
|
2019
Q4 | $182K | Sell |
6,025
-500
| -8% | -$15.1K | ﹤0.01% | 347 |
|
|
2019
Q3 | $181K | Buy |
6,525
+4,900
| +302% | +$136K | ﹤0.01% | 338 |
|
|
2019
Q2 | $42.8K | Sell |
1,625
-693
| -30% | -$18.3K | ﹤0.01% | 455 |
|
|
2019
Q1 | $61.1K | Hold |
2,318
| – | – | ﹤0.01% | 397 |
|
|
2018
Q4 | $50.7K | Hold |
2,318
| – | – | ﹤0.01% | 413 |
|
|
2018
Q3 | $74.8K | Hold |
2,318
| – | – | ﹤0.01% | 369 |
|
|
2018
Q2 | $84.5K | Hold |
2,318
| – | – | ﹤0.01% | 342 |
|
|
2018
Q1 | $81.1K | Buy |
+2,318
| New | +$81.1K | ﹤0.01% | 362 |
|