Creative Planning’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Sell |
54,072
-13,349
| -20% | -$343K | ﹤0.01% | 1591 |
|
|
2025
Q1 | $1.97M | Buy |
67,421
+4,447
| +7% | +$130K | ﹤0.01% | 1180 |
|
|
2024
Q4 | $1.77M | Sell |
62,974
-11,125
| -15% | -$313K | ﹤0.01% | 1211 |
|
|
2024
Q3 | $2.51M | Buy |
74,099
+13,572
| +22% | +$460K | ﹤0.01% | 950 |
|
|
2024
Q2 | $1.72M | Sell |
60,527
-2,837
| -4% | -$80.5K | ﹤0.01% | 1064 |
|
|
2024
Q1 | $2.28M | Buy |
63,364
+8,390
| +15% | +$301K | ﹤0.01% | 921 |
|
|
2023
Q4 | $1.91M | Sell |
54,974
-1,729
| -3% | -$60.1K | ﹤0.01% | 931 |
|
|
2023
Q3 | $1.74M | Sell |
56,703
-221
| -0.4% | -$6.78K | ﹤0.01% | 914 |
|
|
2023
Q2 | $1.91M | Buy |
56,924
+4,100
| +8% | +$137K | ﹤0.01% | 833 |
|
|
2023
Q1 | $1.59M | Sell |
52,824
-2,176
| -4% | -$65.6K | ﹤0.01% | 871 |
|
|
2022
Q4 | $1.7M | Buy |
55,000
+12,151
| +28% | +$377K | ﹤0.01% | 808 |
|
|
2022
Q3 | $1.22M | Buy |
42,849
+488
| +1% | +$13.9K | ﹤0.01% | 875 |
|
|
2022
Q2 | $1.4M | Sell |
42,361
-5,057
| -11% | -$167K | ﹤0.01% | 832 |
|
|
2022
Q1 | $1.8M | Sell |
47,418
-289
| -0.6% | -$11K | ﹤0.01% | 749 |
|
|
2021
Q4 | $1.97M | Buy |
47,707
+1,132
| +2% | +$46.6K | ﹤0.01% | 692 |
|
|
2021
Q3 | $1.66M | Buy |
46,575
+7,927
| +21% | +$282K | ﹤0.01% | 740 |
|
|
2021
Q2 | $1.33M | Sell |
38,648
-18,956
| -33% | -$652K | ﹤0.01% | 818 |
|
|
2021
Q1 | $2.05M | Buy |
57,604
+1,933
| +3% | +$68.8K | ﹤0.01% | 709 |
|
|
2020
Q4 | $1.87M | Buy |
55,671
+3,674
| +7% | +$123K | ﹤0.01% | 692 |
|
|
2020
Q3 | $1.48M | Buy |
51,997
+2,978
| +6% | +$84.9K | ﹤0.01% | 664 |
|
|
2020
Q2 | $1.1M | Sell |
49,019
-10,703
| -18% | -$240K | ﹤0.01% | 705 |
|
|
2020
Q1 | $1.01M | Buy |
59,722
+940
| +2% | +$15.9K | ﹤0.01% | 638 |
|
|
2019
Q4 | $1.78M | Sell |
58,782
-1,578
| -3% | -$47.7K | 0.01% | 551 |
|
|
2019
Q3 | $1.67M | Sell |
60,360
-27,112
| -31% | -$751K | 0.01% | 548 |
|
|
2019
Q2 | $2.3M | Buy |
87,472
+7,985
| +10% | +$210K | 0.01% | 458 |
|
|
2019
Q1 | $2.09M | Buy |
79,487
+24,993
| +46% | +$658K | 0.01% | 447 |
|
|
2018
Q4 | $1.19M | Sell |
54,494
-13,515
| -20% | -$295K | ﹤0.01% | 603 |
|
|
2018
Q3 | $2.2M | Sell |
68,009
-17,986
| -21% | -$581K | 0.01% | 455 |
|
|
2018
Q2 | $3.14M | Buy |
85,995
+18,079
| +27% | +$659K | 0.01% | 358 |
|
|
2018
Q1 | $2.38M | Buy |
67,916
+4,412
| +7% | +$154K | 0.01% | 421 |
|
|
2017
Q4 | $2.24M | Buy |
63,504
+4,092
| +7% | +$144K | 0.01% | 428 |
|
|
2017
Q3 | $2.02M | Sell |
59,412
-2,585
| -4% | -$88K | 0.01% | 456 |
|
|
2017
Q2 | $2.08M | Sell |
61,997
-1,234
| -2% | -$41.3K | 0.01% | 423 |
|
|
2017
Q1 | $2.15M | Sell |
63,231
-3,724
| -6% | -$127K | 0.01% | 399 |
|
|
2016
Q4 | $2.02M | Buy |
66,955
+3,081
| +5% | +$92.7K | 0.01% | 401 |
|
|
2016
Q3 | $2.04M | Buy |
63,874
+2,367
| +4% | +$75.6K | 0.01% | 373 |
|
|
2016
Q2 | $1.83M | Buy |
61,507
+4,184
| +7% | +$125K | 0.01% | 356 |
|
|
2016
Q1 | $1.78M | Buy |
57,323
+33,442
| +140% | +$1.04M | 0.01% | 336 |
|
|
2015
Q4 | $716K | Buy |
23,881
+1,527
| +7% | +$45.8K | 0.01% | 613 |
|
|
2015
Q3 | $611K | Buy |
22,354
+1,686
| +8% | +$46.1K | 0.01% | 661 |
|
|
2015
Q2 | $651K | Sell |
20,668
-1,313
| -6% | -$41.4K | 0.01% | 588 |
|
|
2015
Q1 | $729K | Buy |
21,981
+381
| +2% | +$12.6K | 0.01% | 584 |
|
|
2014
Q4 | $775K | Sell |
21,600
-2,002
| -8% | -$71.8K | 0.01% | 535 |
|
|
2014
Q3 | $752K | Buy |
23,602
+4,213
| +22% | +$134K | 0.01% | 507 |
|
|
2014
Q2 | $642K | Buy |
19,389
+2,252
| +13% | +$74.6K | 0.01% | 544 |
|
|
2014
Q1 | $503K | Buy |
17,137
+636
| +4% | +$18.7K | 0.01% | 619 |
|
|
2013
Q4 | $521K | Buy |
16,501
+5,729
| +53% | +$181K | 0.01% | 509 |
|
|
2013
Q3 | $308K | Sell |
10,772
-691
| -6% | -$19.8K | 0.01% | 588 |
|
|
2013
Q2 | $327K | Buy |
+11,463
| New | +$327K | 0.01% | 523 |
|