Caldwell Trust’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Sell |
8,242
-5,000
|
|
||||
|
2025
Q1 | $388K | Hold |
13,242
|
|
||||
|
2024
Q4 | $373K | Hold |
13,242
|
|
||||
|
2024
Q3 | $448K | Sell |
13,242
-2,021
|
|
||||
|
2024
Q2 | $433K | Sell |
15,263
-1,260
|
|
||||
|
2024
Q1 | $593K | Sell |
16,523
-960
|
|
||||
|
2023
Q4 | $608K | Sell |
17,483
-400
|
|
||||
|
2023
Q3 | $548K | Sell |
17,883
-295
|
|
||||
|
2023
Q2 | $609K | Sell |
18,178
-540
|
|
||||
|
2023
Q1 | $564K | Sell |
18,718
-375
|
|
||||
|
2022
Q4 | $592K | Sell |
19,093
-1,500
|
|
||||
|
2022
Q3 | $588K | Hold |
20,593
|
|
||||
|
2022
Q2 | $682K | Sell |
20,593
-3,100
|
|
||||
|
2022
Q1 | $898K | Sell |
23,693
-35
|
|
||||
|
2021
Q4 | $977K | Hold |
23,728
|
|
||||
|
2021
Q3 | $844K | Buy |
23,728
+376
|
|
||||
|
2021
Q2 | $804K | Sell |
23,352
-1,500
|
|
||||
|
2021
Q1 | $885K | Buy |
24,852
+400
|
|
||||
|
2020
Q4 | $820K | Sell |
24,452
-1,090
|
|
||||
|
2020
Q3 | $728K | Sell |
25,542
-1,636
|
|
||||
|
2020
Q2 | $610K | Sell |
27,178
-12,895
|
|
||||
|
2020
Q1 | $679K | Sell |
40,073
-48
|
|
||||
|
2019
Q4 | $1.21M | Buy |
+40,121
|
|