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 |
|