Glassman Wealth Services’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-975
| Closed | -$33.9K | – | 1860 |
|
|
2023
Q4 | $33.9K | Sell |
975
-19
| -2% | -$661 | ﹤0.01% | 553 |
|
|
2023
Q3 | $30.5K | Buy |
994
+23
| +2% | +$705 | ﹤0.01% | 554 |
|
|
2023
Q2 | $32.5K | Buy |
971
+161
| +20% | +$5.4K | 0.01% | 512 |
|
|
2023
Q1 | $24.4K | Buy |
810
+9
| +1% | +$271 | ﹤0.01% | 589 |
|
|
2022
Q4 | $24.8K | Buy |
801
+178
| +29% | +$5.52K | ﹤0.01% | 608 |
|
|
2022
Q3 | $18K | Sell |
623
-183
| -23% | -$5.29K | ﹤0.01% | 652 |
|
|
2022
Q2 | $27K | Buy |
806
+301
| +60% | +$10.1K | 0.01% | 548 |
|
|
2022
Q1 | $19K | Buy |
505
+63
| +14% | +$2.37K | ﹤0.01% | 669 |
|
|
2021
Q4 | $18K | Buy |
442
+86
| +24% | +$3.5K | ﹤0.01% | 639 |
|
|
2021
Q3 | $13K | Buy |
356
+65
| +22% | +$2.37K | ﹤0.01% | 713 |
|
|
2021
Q2 | $10K | Buy |
291
+33
| +13% | +$1.13K | ﹤0.01% | 761 |
|
|
2021
Q1 | $9K | Buy |
258
+17
| +7% | +$593 | ﹤0.01% | 751 |
|
|
2020
Q4 | $8K | Buy |
241
+18
| +8% | +$598 | ﹤0.01% | 781 |
|
|
2020
Q3 | $6K | Buy |
223
+10
| +5% | +$269 | ﹤0.01% | 762 |
|
|
2020
Q2 | $5K | Buy |
213
+114
| +115% | +$2.68K | ﹤0.01% | 644 |
|
|
2020
Q1 | $2K | Sell |
99
-229
| -70% | -$4.63K | ﹤0.01% | 769 |
|
|
2019
Q4 | $10K | Buy |
328
+19
| +6% | +$579 | ﹤0.01% | 489 |
|
|
2019
Q3 | $9K | Buy |
309
+20
| +7% | +$583 | ﹤0.01% | 467 |
|
|
2019
Q2 | $8K | Buy |
289
+59
| +26% | +$1.63K | ﹤0.01% | 493 |
|
|
2019
Q1 | $6K | Buy |
230
+144
| +167% | +$3.76K | ﹤0.01% | 528 |
|
|
2018
Q4 | $2K | Buy |
86
+49
| +132% | +$1.14K | ﹤0.01% | 584 |
|
|
2018
Q3 | $1K | Hold |
37
| – | – | ﹤0.01% | 757 |
|
|
2018
Q2 | $1K | Hold |
37
| – | – | ﹤0.01% | 743 |
|
|
2018
Q1 | $1K | Buy |
37
+6
| +19% | +$162 | ﹤0.01% | 684 |
|
|
2017
Q4 | $1K | Hold |
31
| – | – | ﹤0.01% | 627 |
|
|
2017
Q3 | $1K | Hold |
31
| – | – | ﹤0.01% | 514 |
|
|
2017
Q2 | $1K | Hold |
31
| – | – | ﹤0.01% | 506 |
|
|
2017
Q1 | $1K | Sell |
31
-447
| -94% | -$14.4K | ﹤0.01% | 537 |
|
|
2016
Q4 | $14K | Buy |
478
+22
| +5% | +$644 | 0.01% | 316 |
|
|
2016
Q3 | $15K | Buy |
456
+18
| +4% | +$592 | 0.01% | 261 |
|
|
2016
Q2 | $13K | Sell |
438
-4,819
| -92% | -$143K | 0.01% | 293 |
|
|
2016
Q1 | $163K | Sell |
5,257
-1,599
| -23% | -$49.6K | 0.15% | 78 |
|
|
2015
Q4 | $206K | Buy |
+6,856
| New | +$206K | 0.19% | 66 |
|