Clearstead Advisors’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $95.8K | Buy |
3,730
+340
| +10% | +$8.74K | ﹤0.01% | 1071 |
|
|
2025
Q1 | $99.3K | Sell |
3,390
-776
| -19% | -$22.7K | ﹤0.01% | 994 |
|
|
2024
Q4 | $117K | Sell |
4,166
-722
| -15% | -$20.3K | ﹤0.01% | 980 |
|
|
2024
Q3 | $166K | Sell |
4,888
-274
| -5% | -$9.28K | ﹤0.01% | 911 |
|
|
2024
Q2 | $147K | Buy |
5,162
+775
| +18% | +$22K | ﹤0.01% | 913 |
|
|
2024
Q1 | $137K | Buy |
4,387
+850
| +24% | +$26.5K | 0.01% | 535 |
|
|
2023
Q4 | $123K | Sell |
3,537
-2,547
| -42% | -$88.6K | 0.01% | 548 |
|
|
2023
Q3 | $187K | Buy |
6,084
+2,542
| +72% | +$77.9K | 0.01% | 580 |
|
|
2023
Q2 | $119K | Sell |
3,542
-31
| -0.9% | -$1.04K | 0.01% | 536 |
|
|
2023
Q1 | $108K | Buy |
3,573
+300
| +9% | +$9.04K | 0.01% | 495 |
|
|
2022
Q4 | $101K | Buy |
3,273
+488
| +18% | +$15.1K | 0.01% | 492 |
|
|
2022
Q3 | $80K | Sell |
2,785
-395
| -12% | -$11.3K | 0.01% | 512 |
|
|
2022
Q2 | $105K | Buy |
3,180
+380
| +14% | +$12.5K | 0.01% | 494 |
|
|
2022
Q1 | $106K | Hold |
2,800
| – | – | 0.01% | 536 |
|
|
2021
Q4 | $115K | Buy |
2,800
+693
| +33% | +$28.5K | 0.01% | 500 |
|
|
2021
Q3 | $75K | Sell |
2,107
-82
| -4% | -$2.92K | 0.01% | 541 |
|
|
2021
Q2 | $75K | Buy |
2,189
+139
| +7% | +$4.76K | 0.01% | 496 |
|
|
2021
Q1 | $73K | Buy |
2,050
+1,600
| +356% | +$57K | 0.01% | 492 |
|
|
2020
Q4 | $15K | Hold |
450
| – | – | ﹤0.01% | 670 |
|
|
2020
Q3 | $13K | Buy |
450
+250
| +125% | +$7.22K | ﹤0.01% | 638 |
|
|
2020
Q2 | $4K | Sell |
200
-500
| -71% | -$10K | ﹤0.01% | 698 |
|
|
2020
Q1 | $12K | Buy |
+700
| New | +$12K | ﹤0.01% | 557 |
|
|
2017
Q4 | – | Sell |
-12,469
| Closed | -$424K | – | 254 |
|
|
2017
Q3 | $424K | Buy |
+12,469
| New | +$424K | 0.06% | 167 |
|