Bedel Financial Consulting’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 |
-7,901
| Closed | -$240K | – | 272 |
|
|
2024
Q4 | $240K | Hold |
7,901
| – | – | 0.03% | 233 |
|
|
2024
Q3 | $268K | Sell |
7,901
-135
| -2% | -$4.57K | 0.04% | 215 |
|
|
2024
Q2 | $228K | Buy |
8,036
+135
| +2% | +$3.83K | 0.03% | 227 |
|
|
2024
Q1 | $284K | Hold |
7,901
| – | – | 0.04% | 203 |
|
|
2023
Q4 | $275K | Sell |
7,901
-436
| -5% | -$15.2K | 0.05% | 197 |
|
|
2023
Q3 | $256K | Hold |
8,337
| – | – | 0.05% | 193 |
|
|
2023
Q2 | $279K | Hold |
8,337
| – | – | 0.06% | 189 |
|
|
2023
Q1 | $251K | Hold |
8,337
| – | – | 0.06% | 186 |
|
|
2022
Q4 | $258K | Hold |
8,337
| – | – | 0.06% | 180 |
|
|
2022
Q3 | $258K | Hold |
8,337
| – | – | 0.07% | 173 |
|
|
2022
Q2 | $276K | Sell |
8,337
-874
| -9% | -$28.9K | 0.08% | 154 |
|
|
2022
Q1 | $349K | Hold |
9,211
| – | – | 0.11% | 128 |
|
|
2021
Q4 | $379K | Hold |
9,211
| – | – | 0.12% | 123 |
|
|
2021
Q3 | $328K | Sell |
9,211
-218
| -2% | -$7.76K | 0.11% | 133 |
|
|
2021
Q2 | $325K | Hold |
9,429
| – | – | 0.11% | 131 |
|
|
2021
Q1 | $336K | Buy |
9,429
+960
| +11% | +$34.2K | 0.13% | 120 |
|
|
2020
Q4 | $284K | Sell |
8,469
-12
| -0.1% | -$402 | 0.13% | 115 |
|
|
2020
Q3 | $242K | Hold |
8,481
| – | – | 0.12% | 122 |
|
|
2020
Q2 | $190K | Hold |
8,481
| – | – | 0.1% | 137 |
|
|
2020
Q1 | $144K | Sell |
8,481
-3,421
| -29% | -$58.1K | 0.1% | 151 |
|
|
2019
Q4 | $359K | Hold |
11,902
| – | – | 0.2% | 88 |
|
|
2019
Q3 | $330K | Hold |
11,902
| – | – | 0.2% | 97 |
|
|
2019
Q2 | $313K | Hold |
11,902
| – | – | 0.19% | 98 |
|
|
2019
Q1 | $313K | Hold |
11,902
| – | – | 0.2% | 90 |
|
|
2018
Q4 | $260K | Hold |
11,902
| – | – | 0.19% | 97 |
|
|
2018
Q3 | $341K | Hold |
11,902
| – | – | 0.23% | 86 |
|
|
2018
Q2 | $434K | Hold |
11,902
| – | – | 0.32% | 68 |
|
|
2018
Q1 | $417K | Hold |
11,902
| – | – | 0.32% | 67 |
|
|
2017
Q4 | $420K | Buy |
+11,902
| New | +$420K | 0.38% | 65 |
|