Bernardo Wealth Planning’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $247K | Sell |
9,634
-54
| -0.6% | -$1.38K | 0.05% | 104 |
|
|
2025
Q1 | $284K | Buy |
9,688
+74
| +0.8% | +$2.17K | 0.07% | 94 |
|
|
2024
Q4 | $262K | Buy |
9,614
+20
| +0.2% | +$546 | 0.06% | 94 |
|
|
2024
Q3 | $315K | Hold |
9,594
| – | – | 0.08% | 87 |
|
|
2024
Q2 | $272K | Hold |
9,594
| – | – | 0.07% | 83 |
|
|
2024
Q1 | $345K | Sell |
9,594
-70
| -0.7% | -$2.51K | 0.1% | 74 |
|
|
2023
Q4 | $336K | Buy |
9,664
+1,902
| +25% | +$66.1K | 0.11% | 68 |
|
|
2023
Q3 | $238K | Buy |
7,762
+70
| +0.9% | +$2.15K | 0.09% | 72 |
|
|
2023
Q2 | $258K | Hold |
7,692
| – | – | 0.1% | 70 |
|
|
2023
Q1 | $232K | Hold |
7,692
| – | – | 0.1% | 76 |
|
|
2022
Q4 | $238K | Hold |
7,692
| – | – | 0.11% | 75 |
|
|
2022
Q3 | $230K | Hold |
7,692
| – | – | 0.13% | 74 |
|
|
2022
Q2 | $254K | Hold |
7,692
| – | – | 0.15% | 69 |
|
|
2022
Q1 | $291K | Hold |
7,692
| – | – | 0.14% | 68 |
|
|
2021
Q4 | $316K | Hold |
7,692
| – | – | 0.15% | 63 |
|
|
2021
Q3 | $273K | Hold |
7,692
| – | – | 0.16% | 63 |
|
|
2021
Q2 | $264K | Hold |
7,692
| – | – | 0.16% | 65 |
|
|
2021
Q1 | $273K | Hold |
7,692
| – | – | 0.17% | 61 |
|
|
2020
Q4 | $257K | Hold |
7,692
| – | – | 0.1% | 148 |
|
|
2020
Q3 | $219K | Buy |
+7,692
| New | +$219K | 0.1% | 144 |
|
|
2020
Q1 | – | Sell |
-7,725
| Closed | -$233K | – | 167 |
|
|
2019
Q4 | $233K | Hold |
7,725
| – | – | 0.14% | 145 |
|
|
2019
Q3 | $213K | Buy |
+7,725
| New | +$213K | 0.15% | 142 |
|