Heritage Wealth Management (Ohio)’s West Fraser Timber WFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3,025	Closed	-$233K	–	244
2025 Q1	$233K	Sell	3,025 -150	-5%	-$11.5K	0.08%	205
2024 Q4	$275K	Sell	3,175 -350	-10%	-$30.3K	0.09%	197
2024 Q3	$343K	Sell	3,525 -1,650	-32%	-$161K	0.11%	169
2024 Q2	$387K	Buy	+5,175	New	+$387K	0.13%	158