Geneos 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 | $170K | Sell |
6,630
-5,301
| -44% | -$136K | ﹤0.01% | 1055 |
|
|
2025
Q1 | $349K | Buy |
11,931
+9,555
| +402% | +$280K | 0.01% | 1033 |
|
|
2024
Q4 | $66.9K | Sell |
2,376
-86
| -3% | -$2.42K | ﹤0.01% | 1203 |
|
|
2024
Q3 | $83.4K | Buy |
2,462
+297
| +14% | +$10.1K | ﹤0.01% | 1018 |
|
|
2024
Q2 | $61.5K | Buy |
2,165
+191
| +10% | +$5.42K | ﹤0.01% | 1001 |
|
|
2024
Q1 | $70.9K | Sell |
1,974
-233
| -11% | -$8.37K | ﹤0.01% | 954 |
|
|
2023
Q4 | $76.7K | Buy |
2,207
+4
| +0.2% | +$139 | ﹤0.01% | 920 |
|
|
2023
Q3 | $67.5K | Sell |
2,203
-95
| -4% | -$2.91K | ﹤0.01% | 985 |
|
|
2023
Q2 | $77K | Buy |
2,298
+4
| +0.2% | +$134 | ﹤0.01% | 951 |
|
|
2023
Q1 | $69.1K | Buy |
2,294
+24
| +1% | +$723 | ﹤0.01% | 966 |
|
|
2022
Q4 | $70.4K | Sell |
2,270
-7,396
| -77% | -$229K | ﹤0.01% | 934 |
|
|
2022
Q3 | $276K | Sell |
9,666
-5,089
| -34% | -$145K | 0.02% | 518 |
|
|
2022
Q2 | $501K | Sell |
14,755
-2,715
| -16% | -$92.2K | 0.02% | 494 |
|
|
2022
Q1 | $662K | Sell |
17,470
-1,538
| -8% | -$58.3K | 0.03% | 471 |
|
|
2021
Q4 | $782K | Buy |
19,008
+1,485
| +8% | +$61.1K | 0.03% | 464 |
|
|
2021
Q3 | $626K | Sell |
17,523
-1,628
| -9% | -$58.2K | 0.02% | 512 |
|
|
2021
Q2 | $657K | Sell |
19,151
-1,563
| -8% | -$53.6K | 0.03% | 488 |
|
|
2021
Q1 | $803K | Sell |
20,714
-136
| -0.7% | -$5.27K | 0.02% | 495 |
|
|
2020
Q4 | $683K | Buy |
20,850
+1,316
| +7% | +$43.1K | 0.03% | 454 |
|
|
2020
Q3 | $532K | Hold |
19,534
| – | – | 0.03% | 413 |
|
|
2020
Q2 | $419K | Sell |
19,534
-297
| -1% | -$6.37K | 0.02% | 449 |
|
|
2020
Q1 | $341K | Sell |
19,831
-704
| -3% | -$12.1K | 0.02% | 460 |
|
|
2019
Q4 | $615K | Sell |
20,535
-248
| -1% | -$7.43K | 0.03% | 398 |
|
|
2019
Q3 | $577K | Sell |
20,783
-1,440
| -6% | -$40K | 0.03% | 381 |
|
|
2019
Q2 | $585K | Sell |
22,223
-729
| -3% | -$19.2K | 0.04% | 375 |
|
|
2019
Q1 | $604K | Buy |
22,952
+460
| +2% | +$12.1K | 0.04% | 355 |
|
|
2018
Q4 | $491K | Buy |
22,492
+6,414
| +40% | +$140K | 0.04% | 378 |
|
|
2018
Q3 | $518K | Buy |
16,078
+1,031
| +7% | +$33.2K | 0.03% | 377 |
|
|
2018
Q2 | $548K | Sell |
15,047
-658
| -4% | -$24K | 0.04% | 313 |
|
|
2018
Q1 | $549K | Buy |
15,705
+11
| +0.1% | +$385 | 0.05% | 293 |
|
|
2017
Q4 | $553K | Sell |
15,694
-148
| -0.9% | -$5.22K | 0.05% | 293 |
|
|
2017
Q3 | $539K | Sell |
15,842
-199
| -1% | -$6.77K | 0.05% | 294 |
|
|
2017
Q2 | $537K | Sell |
16,041
-175
| -1% | -$5.86K | 0.06% | 277 |
|
|
2017
Q1 | $551K | Buy |
16,216
+782
| +5% | +$26.6K | 0.06% | 255 |
|
|
2016
Q4 | $464K | Buy |
15,434
+19
| +0.1% | +$571 | 0.06% | 263 |
|
|
2016
Q3 | $492K | Sell |
15,415
-461
| -3% | -$14.7K | 0.07% | 248 |
|
|
2016
Q2 | $478K | Sell |
15,876
-16
| -0.1% | -$482 | 0.07% | 248 |
|
|
2016
Q1 | $495K | Buy |
+15,892
| New | +$495K | 0.08% | 239 |
|