Independent Advisor Alliance’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Sell |
7,955
-1,331
| -14% | -$34.2K | 0.01% | 838 |
|
|
2025
Q1 | $272K | Buy |
9,286
+577
| +7% | +$16.9K | 0.01% | 681 |
|
|
2024
Q4 | $245K | Buy |
8,709
+938
| +12% | +$26.4K | ﹤0.01% | 1211 |
|
|
2024
Q3 | $263K | Sell |
7,771
-593
| -7% | -$20.1K | 0.01% | 604 |
|
|
2024
Q2 | $237K | Buy |
8,364
+334
| +4% | +$9.48K | 0.01% | 632 |
|
|
2024
Q1 | $288K | Buy |
8,030
+575
| +8% | +$20.6K | 0.01% | 580 |
|
|
2023
Q4 | $259K | Hold |
7,455
| – | – | 0.01% | 583 |
|
|
2023
Q3 | $229K | Hold |
7,455
| – | – | 0.01% | 586 |
|
|
2023
Q2 | $250K | Hold |
7,455
| – | – | 0.01% | 573 |
|
|
2023
Q1 | $225K | Buy |
+7,455
| New | +$225K | 0.01% | 585 |
|
|
2022
Q4 | – | Sell |
-10,044
| Closed | -$287K | – | 634 |
|
|
2022
Q3 | $287K | Sell |
10,044
-970
| -9% | -$27.7K | 0.02% | 492 |
|
|
2022
Q2 | $365K | Buy |
11,014
+1,536
| +16% | +$50.9K | 0.02% | 447 |
|
|
2022
Q1 | $359K | Buy |
9,478
+834
| +10% | +$31.6K | 0.02% | 475 |
|
|
2021
Q4 | $356K | Buy |
8,644
+641
| +8% | +$26.4K | 0.02% | 480 |
|
|
2021
Q3 | $285K | Sell |
8,003
-575
| -7% | -$20.5K | 0.02% | 502 |
|
|
2021
Q2 | $295K | Buy |
8,578
+1,092
| +15% | +$37.6K | 0.02% | 510 |
|
|
2021
Q1 | $266K | Sell |
7,486
-100
| -1% | -$3.55K | 0.02% | 505 |
|
|
2020
Q4 | $254K | Sell |
7,586
-840
| -10% | -$28.1K | 0.02% | 466 |
|
|
2020
Q3 | $240K | Sell |
8,426
-976
| -10% | -$27.8K | 0.02% | 424 |
|
|
2020
Q2 | $211K | Sell |
9,402
-5,274
| -36% | -$118K | 0.02% | 429 |
|
|
2020
Q1 | $249K | Buy |
14,676
+694
| +5% | +$11.8K | 0.04% | 317 |
|
|
2019
Q4 | $422K | Sell |
13,982
-1,294
| -8% | -$39.1K | 0.02% | 572 |
|
|
2019
Q3 | $423K | Sell |
15,276
-4,093
| -21% | -$113K | 0.05% | 272 |
|
|
2019
Q2 | $510K | Buy |
19,369
+1,475
| +8% | +$38.8K | 0.07% | 221 |
|
|
2019
Q1 | $471K | Buy |
17,894
+2,287
| +15% | +$60.2K | 0.07% | 234 |
|
|
2018
Q4 | $341K | Buy |
+15,607
| New | +$341K | 0.06% | 263 |
|
|
2018
Q3 | – | Sell |
-8,410
| Closed | -$217K | – | 399 |
|
|
2018
Q2 | $217K | Buy |
+8,410
| New | +$217K | 0.05% | 298 |
|