GWMIA
Global Wealth Management Investment Advisory’s Weyerhaeuser WY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,164
| Closed | -$40.5K | – | 447 |
|
|
2023
Q4 | $40.5K | Sell |
1,164
-74,598
| -98% | -$2.59M | 0.01% | 206 |
|
|
2023
Q3 | $2.32M | Sell |
75,762
-1,917
| -2% | -$58.8K | 0.65% | 54 |
|
|
2023
Q2 | $2.6M | Buy |
77,679
+233
| +0.3% | +$7.81K | 0.71% | 49 |
|
|
2023
Q1 | $2.33M | Sell |
77,446
-11,912
| -13% | -$359K | 0.7% | 54 |
|
|
2022
Q4 | $2.77M | Buy |
89,358
+28,633
| +47% | +$888K | 0.9% | 45 |
|
|
2022
Q3 | $1.73M | Buy |
60,725
+2,420
| +4% | +$69.1K | 0.62% | 60 |
|
|
2022
Q2 | $1.93M | Buy |
58,305
+3,747
| +7% | +$124K | 0.65% | 58 |
|
|
2022
Q1 | $2.07M | Sell |
54,558
-13,116
| -19% | -$497K | 0.62% | 59 |
|
|
2021
Q4 | $2.79M | Buy |
67,674
+1,636
| +2% | +$67.4K | 0.84% | 43 |
|
|
2021
Q3 | $2.35M | Sell |
66,038
-20,172
| -23% | -$718K | 0.74% | 50 |
|
|
2021
Q2 | $2.97M | Buy |
86,210
+2,075
| +2% | +$71.4K | 0.99% | 33 |
|
|
2021
Q1 | $3M | Buy |
84,135
+10,654
| +14% | +$379K | 1.08% | 32 |
|
|
2020
Q4 | $2.46M | Buy |
73,481
+981
| +1% | +$32.9K | 0.96% | 33 |
|
|
2020
Q3 | $2.07M | Sell |
72,500
-24,037
| -25% | -$686K | 0.89% | 36 |
|
|
2020
Q2 | $2.17M | Sell |
96,537
-2,490
| -3% | -$55.9K | 0.93% | 35 |
|
|
2020
Q1 | $1.68M | Buy |
99,027
+32,130
| +48% | +$545K | 0.85% | 44 |
|
|
2019
Q4 | $2.02M | Buy |
66,897
+19,913
| +42% | +$601K | 0.85% | 48 |
|
|
2019
Q3 | $1.3M | Buy |
46,984
+2,665
| +6% | +$73.8K | 0.6% | 62 |
|
|
2019
Q2 | $1.17M | Buy |
44,319
+43,822
| +8,817% | +$1.15M | 0.56% | 63 |
|
|
2019
Q1 | $13K | Hold |
497
| – | – | 0.01% | 351 |
|
|
2018
Q4 | $11K | Buy |
+497
| New | +$11K | 0.01% | 376 |
|