EP Wealth Advisors’s Weyerhaeuser WY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-7,405
Closed -$251K 1331
2024
Q3
$251K Sell
7,405
-89
-1% -$3.01K ﹤0.01% 936
2024
Q2
$213K Sell
7,494
-18
-0.2% -$511 ﹤0.01% 749
2024
Q1
$270K Buy
+7,512
New +$270K ﹤0.01% 662