Great Valley Advisor Group’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Buy |
7,898
+110
| +1% | +$2.83K | ﹤0.01% | 862 |
|
|
2025
Q1 | $228K | Sell |
7,788
-1,090
| -12% | -$31.9K | ﹤0.01% | 800 |
|
|
2024
Q4 | $250K | Sell |
8,878
-109
| -1% | -$3.07K | 0.01% | 746 |
|
|
2024
Q3 | $304K | Sell |
8,987
-10
| -0.1% | -$339 | 0.01% | 685 |
|
|
2024
Q2 | $255K | Sell |
8,997
-451
| -5% | -$12.8K | 0.01% | 684 |
|
|
2024
Q1 | $339K | Buy |
9,448
+723
| +8% | +$26K | 0.01% | 574 |
|
|
2023
Q4 | $303K | Sell |
8,725
-65
| -0.7% | -$2.26K | 0.01% | 573 |
|
|
2023
Q3 | $270K | Sell |
8,790
-65
| -0.7% | -$2K | 0.01% | 568 |
|
|
2023
Q2 | $297K | Buy |
8,855
+255
| +3% | +$8.55K | 0.01% | 558 |
|
|
2023
Q1 | $259K | Sell |
8,600
-113
| -1% | -$3.41K | 0.01% | 586 |
|
|
2022
Q4 | $271K | Sell |
8,713
-55
| -0.6% | -$1.71K | 0.01% | 568 |
|
|
2022
Q3 | $250K | Buy |
8,768
+113
| +1% | +$3.22K | 0.01% | 578 |
|
|
2022
Q2 | $287K | Buy |
8,655
+1,256
| +17% | +$41.6K | 0.02% | 555 |
|
|
2022
Q1 | $280K | Hold |
7,399
| – | – | 0.02% | 497 |
|
|
2021
Q4 | $305K | Hold |
7,399
| – | – | 0.02% | 488 |
|
|
2021
Q3 | $263K | Hold |
7,399
| – | – | 0.02% | 494 |
|
|
2021
Q2 | $255K | Hold |
7,399
| – | – | 0.02% | 483 |
|
|
2021
Q1 | $263K | Hold |
7,399
| – | – | 0.03% | 432 |
|
|
2020
Q4 | $248K | Hold |
7,399
| – | – | 0.03% | 415 |
|
|
2020
Q3 | $211K | Buy |
+7,399
| New | +$211K | 0.03% | 399 |
|