Concord Wealth Partners’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.44K | Hold |
173
| – | – | ﹤0.01% | 646 |
|
|
2025
Q1 | $5.07K | Buy |
+173
| New | +$5.07K | ﹤0.01% | 580 |
|
|
2024
Q3 | – | Sell |
-15
| Closed | -$426 | – | 1034 |
|
|
2024
Q2 | $426 | Buy |
+15
| New | +$426 | ﹤0.01% | 766 |
|
|
2023
Q1 | – | Sell |
-50
| Closed | -$1.55K | – | 1250 |
|
|
2022
Q4 | $1.55K | Buy |
+50
| New | +$1.55K | ﹤0.01% | 995 |
|
|
2022
Q3 | – | Sell |
-964
| Closed | -$32K | – | 1176 |
|
|
2022
Q2 | $32K | Hold |
964
| – | – | 0.01% | 446 |
|
|
2022
Q1 | $37K | Hold |
964
| – | – | 0.01% | 486 |
|
|
2021
Q4 | $40K | Buy |
+964
| New | +$40K | 0.01% | 495 |
|
|
2021
Q3 | – | Sell |
-964
| Closed | -$33K | – | 1049 |
|
|
2021
Q2 | $33K | Sell |
964
-151
| -14% | -$5.17K | 0.01% | 411 |
|
|
2021
Q1 | $40K | Sell |
1,115
-635
| -36% | -$22.8K | 0.01% | 371 |
|
|
2020
Q4 | $59K | Buy |
+1,750
| New | +$59K | 0.05% | 187 |
|