Carson Advisory’s Weyerhaeuser WY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$241K Sell
9,400
-1,218
-11% -$31.3K 0.15% 150
2025
Q1
$311K Sell
10,618
-9,594
-47% -$281K 0.21% 111
2024
Q4
$569K Sell
20,212
-3,499
-15% -$98.5K 0.4% 65
2024
Q3
$803K Sell
23,711
-2,550
-10% -$86.3K 0.5% 58
2024
Q2
$746K Sell
26,261
-2,699
-9% -$76.6K 0.52% 56
2024
Q1
$1.04M Sell
28,960
-399
-1% -$14.3K 0.73% 36
2023
Q4
$1.02M Sell
29,359
-900
-3% -$31.3K 0.79% 32
2023
Q3
$928K Sell
30,259
-1,149
-4% -$35.2K 0.81% 33
2023
Q2
$1.05M Sell
31,408
-750
-2% -$25.1K 0.89% 31
2023
Q1
$969K Buy
32,158
+204
+0.6% +$6.15K 0.86% 33
2022
Q4
$991K Sell
31,954
-1,800
-5% -$55.8K 0.95% 28
2022
Q3
$964K Sell
33,754
-299
-0.9% -$8.54K 1.07% 25
2022
Q2
$1.13M Buy
34,053
+400
+1% +$13.3K 1.26% 19
2022
Q1
$1.28M Buy
33,653
+6,053
+22% +$229K 1.27% 21
2021
Q4
$1.14M Buy
+27,600
New +$1.14M 1.15% 24