Choate Investment Advisors’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-6,918
| Closed | -$234K | – | 418 |
|
2024
Q3 | $234K | Sell |
6,918
-4,152
| -38% | -$141K | 0.01% | 350 |
|
2024
Q2 | $314K | Buy |
11,070
+110
| +1% | +$3.12K | 0.01% | 298 |
|
2024
Q1 | $394K | Hold |
10,960
| – | – | 0.01% | 294 |
|
2023
Q4 | $381K | Sell |
10,960
-74
| -0.7% | -$2.57K | 0.01% | 277 |
|
2023
Q3 | $338K | Buy |
+11,034
| New | +$338K | 0.01% | 280 |
|