GeoWealth 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 | $740K | Buy |
28,794
+3,587
| +14% | +$92.2K | 0.03% | 322 |
|
|
2025
Q1 | $738K | Buy |
25,207
+2,169
| +9% | +$63.5K | 0.03% | 338 |
|
|
2024
Q4 | $649K | Buy |
23,038
+13,501
| +142% | +$380K | 0.02% | 409 |
|
|
2024
Q3 | $323K | Buy |
9,537
+2,088
| +28% | +$70.7K | 0.01% | 582 |
|
|
2024
Q2 | $211K | Sell |
7,449
-705
| -9% | -$20K | 0.01% | 662 |
|
|
2024
Q1 | $293K | Buy |
+8,154
| New | +$293K | 0.01% | 580 |
|