Elevation 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 | – | Hold |
0
| – | – | – | 502 |
|
|
2025
Q1 | – | Sell |
-1,600
| Closed | -$45K | – | 517 |
|
|
2024
Q4 | $45K | Hold |
1,600
| – | – | 0.02% | 238 |
|
|
2024
Q3 | $54.2K | Hold |
1,600
| – | – | 0.02% | 214 |
|
|
2024
Q2 | $45.4K | Hold |
1,600
| – | – | 0.02% | 221 |
|
|
2024
Q1 | $57.5K | Hold |
1,600
| – | – | 0.03% | 206 |
|
|
2023
Q4 | $49.1K | Hold |
1,600
| – | – | 0.03% | 210 |
|
|
2023
Q3 | $49.1K | Hold |
1,600
| – | – | 0.04% | 149 |
|
|
2023
Q2 | $53.6K | Hold |
1,600
| – | – | 0.05% | 145 |
|
|
2023
Q1 | $48.2K | Buy |
+1,600
| New | +$48.2K | 0.04% | 157 |
|