Carson Wealth (CWM LLC)’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $705K | Buy |
27,434
+11,681
| +74% | +$300K | ﹤0.01% | 1431 |
|
|
2025
Q1 | $461K | Sell |
15,753
-1,905
| -11% | -$55.7K | ﹤0.01% | 1480 |
|
|
2024
Q4 | $497K | Buy |
17,658
+473
| +3% | +$13.3K | ﹤0.01% | 1385 |
|
|
2024
Q3 | $582K | Buy |
17,185
+368
| +2% | +$12.5K | ﹤0.01% | 1256 |
|
|
2024
Q2 | $477K | Buy |
16,817
+633
| +4% | +$18K | ﹤0.01% | 1211 |
|
|
2024
Q1 | $581K | Buy |
16,184
+1,380
| +9% | +$49.5K | ﹤0.01% | 1077 |
|
|
2023
Q4 | $515K | Buy |
14,804
+492
| +3% | +$17.1K | ﹤0.01% | 1053 |
|
|
2023
Q3 | $439K | Buy |
14,312
+1,136
| +9% | +$34.8K | ﹤0.01% | 1020 |
|
|
2023
Q2 | $442K | Buy |
13,176
+4,260
| +48% | +$143K | ﹤0.01% | 975 |
|
|
2023
Q1 | $269K | Sell |
8,916
-574
| -6% | -$17.3K | ﹤0.01% | 1090 |
|
|
2022
Q4 | $294K | Buy |
9,490
+2,340
| +33% | +$72.5K | ﹤0.01% | 960 |
|
|
2022
Q3 | $204K | Buy |
7,150
+3,298
| +86% | +$94.1K | ﹤0.01% | 1036 |
|
|
2022
Q2 | $128K | Sell |
3,852
-1,615
| -30% | -$53.7K | ﹤0.01% | 1217 |
|
|
2022
Q1 | $207K | Buy |
5,467
+1,496
| +38% | +$56.6K | ﹤0.01% | 1025 |
|
|
2021
Q4 | $164K | Buy |
+3,971
| New | +$164K | ﹤0.01% | 1103 |
|
|
2021
Q2 | $98K | Hold |
2,855
| – | – | ﹤0.01% | 1147 |
|
|
2021
Q1 | $98K | Hold |
2,855
| – | – | ﹤0.01% | 1147 |
|
|
2020
Q4 | $98K | Hold |
2,855
| – | – | ﹤0.01% | 1147 |
|
|
2020
Q3 | $98K | Hold |
2,855
| – | – | ﹤0.01% | 1147 |
|
|
2020
Q2 | $98K | Hold |
2,855
| – | – | ﹤0.01% | 1147 |
|
|
2020
Q1 | $98K | Hold |
2,855
| – | – | ﹤0.01% | 1147 |
|
|
2019
Q4 | $98K | Hold |
2,855
| – | – | ﹤0.01% | 1147 |
|
|
2019
Q3 | $98K | Hold |
2,855
| – | – | ﹤0.01% | 1147 |
|
|
2019
Q2 | $98K | Hold |
2,855
| – | – | ﹤0.01% | 1147 |
|
|
2019
Q1 | $98K | Buy |
2,855
+621
| +28% | +$21.3K | ﹤0.01% | 1147 |
|
|
2018
Q4 | $49K | Buy |
2,234
+1,539
| +221% | +$33.8K | ﹤0.01% | 882 |
|
|
2018
Q3 | $22K | Sell |
695
-17
| -2% | -$538 | ﹤0.01% | 933 |
|
|
2018
Q2 | $26K | Hold |
712
| – | – | ﹤0.01% | 785 |
|
|
2018
Q1 | $25K | Hold |
712
| – | – | ﹤0.01% | 676 |
|
|
2017
Q4 | $25K | Sell |
712
-169
| -19% | -$5.93K | ﹤0.01% | 662 |
|
|
2017
Q3 | $30K | Buy |
881
+814
| +1,215% | +$27.7K | ﹤0.01% | 627 |
|
|
2017
Q2 | $2K | Sell |
67
-270
| -80% | -$8.06K | ﹤0.01% | 1036 |
|
|
2017
Q1 | $11K | Buy |
337
+85
| +34% | +$2.77K | ﹤0.01% | 731 |
|
|
2016
Q4 | $8K | Buy |
252
+235
| +1,382% | +$7.46K | ﹤0.01% | 775 |
|
|
2016
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 962 |
|
|
2016
Q2 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 765 |
|