Everhart Financial Group’s Weyerhaeuser WY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-8,901	Closed	-$261K	–	355
2025 Q1	$261K	Buy	+8,901	New	+$261K	0.04%	291
2024 Q4	–	Sell	-6,430	Closed	-$218K	–	332
2024 Q3	$218K	Buy	+6,430	New	+$218K	0.05%	303