Institute for Wealth Management’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $340K | Sell |
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|
2025
Q2 | $400K | Buy |
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|
2025
Q1 | $455K | Sell |
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|
2024
Q4 | $449K | Sell |
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|
2024
Q3 | $567K | Buy |
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|
2024
Q2 | $475K | Buy |
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|
2024
Q1 | $588K | Buy |
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|
2023
Q4 | $568K | Buy |
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|
2023
Q3 | $501K | Sell |
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|
2023
Q2 | $547K | Buy |
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|
2023
Q1 | $492K | Sell |
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|
2022
Q4 | $514K | Sell |
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|
2022
Q3 | $480K | Sell |
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|
2022
Q2 | $581K | Sell |
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|
2022
Q1 | $687K | Sell |
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|
2021
Q4 | $754K | Sell |
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|
2021
Q3 | $671K | Buy |
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|
2021
Q2 | $649K | Sell |
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|
2021
Q1 | $695K | Sell |
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|
2020
Q4 | $680K | Sell |
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|
2020
Q3 | $588K | Sell |
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|
2020
Q2 | $492K | Buy |
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|
2020
Q1 | $356K | Sell |
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|
2019
Q4 | $661K | Sell |
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|
2019
Q3 | $637K | Sell |
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|
2019
Q2 | $721K | Buy |
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|
2019
Q1 | $518K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $737K | Sell |
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|
2018
Q2 | $1.04M | Buy |
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|
2018
Q1 | $1.04M | Buy |
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|
2017
Q4 | $782K | Buy |
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|
2017
Q3 | $741K | Sell |
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|
2017
Q2 | $740K | Buy |
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