Congress 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 | $1.53M | Sell |
59,414
-1,944
| -3% | -$49.9K | 0.01% | 608 |
|
|
2025
Q1 | $1.8M | Buy |
61,358
+5,932
| +11% | +$174K | 0.02% | 516 |
|
|
2024
Q4 | $1.56M | Buy |
55,426
+1,253
| +2% | +$35.3K | 0.02% | 449 |
|
|
2024
Q3 | $1.83M | Buy |
54,173
+4
| +0% | +$135 | 0.02% | 437 |
|
|
2024
Q2 | $1.54M | Sell |
54,169
-719
| -1% | -$20.4K | 0.02% | 382 |
|
|
2024
Q1 | $1.97M | Sell |
54,888
-1,635
| -3% | -$58.7K | 0.03% | 318 |
|
|
2023
Q4 | $1.97M | Buy |
56,523
+3,656
| +7% | +$127K | 0.04% | 314 |
|
|
2023
Q3 | $1.62M | Buy |
52,867
+6,275
| +13% | +$192K | 0.03% | 327 |
|
|
2023
Q2 | $1.56M | Sell |
46,592
-882
| -2% | -$29.6K | 0.04% | 298 |
|
|
2023
Q1 | $1.43M | Buy |
47,474
+892
| +2% | +$26.9K | 0.03% | 307 |
|
|
2022
Q4 | $1.44M | Sell |
46,582
-897
| -2% | -$27.8K | 0.04% | 300 |
|
|
2022
Q3 | $1.36M | Sell |
47,479
-945
| -2% | -$27K | 0.04% | 301 |
|
|
2022
Q2 | $1.6M | Sell |
48,424
-1,999
| -4% | -$66.2K | 0.04% | 294 |
|
|
2022
Q1 | $1.91M | Buy |
50,423
+223
| +0.4% | +$8.45K | 0.04% | 295 |
|
|
2021
Q4 | $2.07M | Buy |
+50,200
| New | +$2.07M | 0.04% | 305 |
|