Caldwell Trust’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $167K | Sell |
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|
2025
Q4 | $182K | Sell |
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|
2025
Q3 | $204K | Hold |
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|
2025
Q2 | $212K | Sell |
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|
2025
Q1 | $388K | Hold |
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|
2024
Q4 | $373K | Hold |
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|
2024
Q3 | $448K | Sell |
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|
2024
Q2 | $433K | Sell |
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|
2024
Q1 | $593K | Sell |
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|
2023
Q4 | $608K | Sell |
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|
2023
Q3 | $548K | Sell |
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|
2023
Q2 | $609K | Sell |
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|
2023
Q1 | $564K | Sell |
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|
2022
Q4 | $592K | Sell |
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|
2022
Q3 | $588K | Hold |
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|
2022
Q2 | $682K | Sell |
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|
2022
Q1 | $898K | Sell |
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|
2021
Q4 | $977K | Hold |
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|
2021
Q3 | $844K | Buy |
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|
2021
Q2 | $804K | Sell |
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|
2021
Q1 | $885K | Buy |
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|
2020
Q4 | $820K | Sell |
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|
2020
Q3 | $728K | Sell |
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|
2020
Q2 | $610K | Sell |
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|
2020
Q1 | $679K | Sell |
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|
2019
Q4 | $1.21M | Buy |
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