HNWAG
High Net Worth Advisory Group’s Weyerhaeuser WY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,940
| Closed | -$235K | – | 232 |
|
|
2024
Q3 | $235K | Sell |
6,940
-300
| -4% | -$10.2K | 0.06% | 197 |
|
|
2024
Q2 | $206K | Sell |
7,240
-222
| -3% | -$6.3K | 0.06% | 206 |
|
|
2024
Q1 | $268K | Hold |
7,462
| – | – | 0.08% | 172 |
|
|
2023
Q4 | $259K | Hold |
7,462
| – | – | 0.1% | 164 |
|
|
2023
Q3 | $229K | Hold |
7,462
| – | – | 0.09% | 170 |
|
|
2023
Q2 | $250K | Sell |
7,462
-3,700
| -33% | -$124K | 0.1% | 164 |
|
|
2023
Q1 | $336K | Buy |
11,162
+600
| +6% | +$18.1K | 0.14% | 137 |
|
|
2022
Q4 | $327K | Buy |
10,562
+3,700
| +54% | +$115K | 0.13% | 141 |
|
|
2022
Q3 | $196K | Sell |
6,862
-230
| -3% | -$6.57K | 0.08% | 185 |
|
|
2022
Q2 | $235K | Buy |
7,092
+222
| +3% | +$7.36K | 0.1% | 168 |
|
|
2022
Q1 | $260K | Buy |
6,870
+500
| +8% | +$18.9K | 0.09% | 158 |
|
|
2021
Q4 | $262K | Buy |
+6,370
| New | +$262K | 0.09% | 166 |
|