Global Retirement Partners’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $103K | Buy |
+4,027
| New | +$103K | ﹤0.01% | 1419 |
|
2024
Q4 | $119K | Sell |
4,236
-2,522
| -37% | -$71K | ﹤0.01% | 1189 |
|
2024
Q3 | $229K | Buy |
6,758
+2,375
| +54% | +$80.4K | 0.01% | 871 |
|
2024
Q2 | $124K | Buy |
4,383
+726
| +20% | +$20.6K | ﹤0.01% | 1086 |
|
2024
Q1 | $131K | Buy |
3,657
+127
| +4% | +$4.56K | ﹤0.01% | 962 |
|
2023
Q4 | $117K | Buy |
3,530
+105
| +3% | +$3.47K | ﹤0.01% | 969 |
|
2023
Q3 | $102K | Sell |
3,425
-595
| -15% | -$17.8K | 0.01% | 920 |
|
2023
Q2 | $135K | Buy |
4,020
+1,947
| +94% | +$65.3K | 0.01% | 833 |
|
2023
Q1 | $60.7K | Buy |
2,073
+11
| +0.5% | +$322 | ﹤0.01% | 1150 |
|
2022
Q4 | $63.9K | Buy |
2,062
+287
| +16% | +$8.9K | ﹤0.01% | 990 |
|
2022
Q3 | $55K | Buy |
1,775
+314
| +21% | +$9.73K | ﹤0.01% | 985 |
|
2022
Q2 | $48K | Sell |
1,461
-60
| -4% | -$1.97K | ﹤0.01% | 1013 |
|
2022
Q1 | $57K | Buy |
+1,521
| New | +$57K | ﹤0.01% | 952 |
|
2021
Q4 | – | Sell |
-1,056
| Closed | -$38K | – | 1834 |
|
2021
Q3 | $38K | Sell |
1,056
-123
| -10% | -$4.43K | ﹤0.01% | 952 |
|
2021
Q2 | $41K | Buy |
1,179
+62
| +6% | +$2.16K | ﹤0.01% | 941 |
|
2021
Q1 | $40K | Buy |
1,117
+4
| +0.4% | +$143 | ﹤0.01% | 864 |
|
2020
Q4 | $37K | Buy |
1,113
+3
| +0.3% | +$100 | ﹤0.01% | 836 |
|
2020
Q3 | $32K | Hold |
1,110
| – | – | ﹤0.01% | 771 |
|
2020
Q2 | $25K | Sell |
1,110
-4,284
| -79% | -$96.5K | ﹤0.01% | 843 |
|
2020
Q1 | $91K | Sell |
5,394
-253
| -4% | -$4.27K | 0.02% | 450 |
|
2019
Q4 | $171K | Sell |
5,647
-15
| -0.3% | -$454 | 0.03% | 394 |
|
2019
Q3 | $157K | Buy |
5,662
+7
| +0.1% | +$194 | 0.03% | 400 |
|
2019
Q2 | $149K | Buy |
5,655
+59
| +1% | +$1.56K | 0.03% | 390 |
|
2019
Q1 | $147K | Buy |
5,596
+7
| +0.1% | +$184 | 0.04% | 344 |
|
2018
Q4 | $122K | Sell |
5,589
-84
| -1% | -$1.83K | 0.03% | 356 |
|
2018
Q3 | $183K | Buy |
5,673
+6
| +0.1% | +$194 | 0.04% | 309 |
|
2018
Q2 | $207K | Sell |
5,667
-129
| -2% | -$4.71K | 0.05% | 278 |
|
2018
Q1 | $203K | Buy |
5,796
+40
| +0.7% | +$1.4K | 0.06% | 273 |
|
2017
Q4 | $203K | Buy |
5,756
+111
| +2% | +$3.92K | 0.06% | 259 |
|
2017
Q3 | $192K | Buy |
5,645
+870
| +18% | +$29.6K | 0.08% | 230 |
|
2017
Q2 | $160K | Buy |
4,775
+13
| +0.3% | +$436 | 0.08% | 237 |
|
2017
Q1 | $162K | Buy |
4,762
+232
| +5% | +$7.89K | 0.09% | 210 |
|
2016
Q4 | $136K | Buy |
+4,530
| New | +$136K | 0.09% | 197 |
|