Compass Wealth Management’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,712
| Closed | -$109K | – | 422 |
|
|
2025
Q1 | $109K | Sell |
3,712
-2,850
| -43% | -$83.4K | 0.03% | 188 |
|
|
2024
Q4 | $185K | Sell |
6,562
-5,525
| -46% | -$156K | 0.04% | 155 |
|
|
2024
Q3 | $409K | Sell |
12,087
-8,924
| -42% | -$302K | 0.1% | 122 |
|
|
2024
Q2 | $597K | Sell |
21,011
-3,948
| -16% | -$112K | 0.15% | 103 |
|
|
2024
Q1 | $896K | Sell |
24,959
-1,896
| -7% | -$68.1K | 0.22% | 91 |
|
|
2023
Q4 | $934K | Sell |
26,855
-3,807
| -12% | -$132K | 0.26% | 86 |
|
|
2023
Q3 | $940K | Sell |
30,662
-3,398
| -10% | -$104K | 0.3% | 87 |
|
|
2023
Q2 | $1.14M | Sell |
34,060
-10,038
| -23% | -$336K | 0.34% | 78 |
|
|
2023
Q1 | $1.33M | Sell |
44,098
-12,649
| -22% | -$381K | 0.42% | 73 |
|
|
2022
Q4 | $1.76M | Buy |
+56,747
| New | +$1.76M | 0.58% | 61 |
|