Beacon Investment Advisors’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $487K | Buy |
18,823
+51
| +0.3% | +$1.32K | 0.21% | 104 |
|
|
2025
Q1 | $550K | Buy |
18,772
+55
| +0.3% | +$1.61K | 0.26% | 94 |
|
|
2024
Q4 | $527K | Sell |
18,717
-901
| -5% | -$25.4K | 0.25% | 96 |
|
|
2024
Q3 | $664K | Buy |
19,618
+54
| +0.3% | +$1.83K | 0.31% | 83 |
|
|
2024
Q2 | $555K | Buy |
19,564
+55
| +0.3% | +$1.56K | 0.28% | 89 |
|
|
2024
Q1 | $701K | Sell |
19,509
-279
| -1% | -$10K | 0.4% | 70 |
|
|
2023
Q4 | $688K | Sell |
19,788
-153
| -0.8% | -$5.32K | 0.44% | 65 |
|
|
2023
Q3 | $611K | Sell |
19,941
-127
| -0.6% | -$3.89K | 0.43% | 64 |
|
|
2023
Q2 | $672K | Sell |
20,068
-275
| -1% | -$9.22K | 0.46% | 62 |
|
|
2023
Q1 | $613K | Buy |
20,343
+242
| +1% | +$7.29K | 0.45% | 66 |
|
|
2022
Q4 | $623K | Buy |
+20,101
| New | +$623K | 0.52% | 61 |
|