Institute for Wealth Management’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $400K | Buy |
15,558
+9
| +0.1% | +$231 | 0.04% | 362 |
|
|
2025
Q1 | $455K | Sell |
15,549
-413
| -3% | -$12.1K | 0.06% | 312 |
|
|
2024
Q4 | $449K | Sell |
15,962
-774
| -5% | -$21.8K | 0.06% | 307 |
|
|
2024
Q3 | $567K | Buy |
16,736
+5
| +0% | +$169 | 0.07% | 271 |
|
|
2024
Q2 | $475K | Buy |
16,731
+366
| +2% | +$10.4K | 0.06% | 289 |
|
|
2024
Q1 | $588K | Buy |
16,365
+22
| +0.1% | +$790 | 0.08% | 256 |
|
|
2023
Q4 | $568K | Buy |
16,343
+7
| +0% | +$243 | 0.09% | 242 |
|
|
2023
Q3 | $501K | Sell |
16,336
-2
| -0% | -$61 | 0.09% | 253 |
|
|
2023
Q2 | $547K | Buy |
16,338
+6
| +0% | +$201 | 0.09% | 240 |
|
|
2023
Q1 | $492K | Sell |
16,332
-263
| -2% | -$7.92K | 0.09% | 261 |
|
|
2022
Q4 | $514K | Sell |
16,595
-218
| -1% | -$6.76K | 0.11% | 250 |
|
|
2022
Q3 | $480K | Sell |
16,813
-716
| -4% | -$20.4K | 0.11% | 246 |
|
|
2022
Q2 | $581K | Sell |
17,529
-591
| -3% | -$19.6K | 0.11% | 237 |
|
|
2022
Q1 | $687K | Sell |
18,120
-185
| -1% | -$7.01K | 0.11% | 224 |
|
|
2021
Q4 | $754K | Sell |
18,305
-550
| -3% | -$22.7K | 0.12% | 204 |
|
|
2021
Q3 | $671K | Buy |
18,855
+8
| +0% | +$285 | 0.12% | 212 |
|
|
2021
Q2 | $649K | Sell |
18,847
-673
| -3% | -$23.2K | 0.11% | 217 |
|
|
2021
Q1 | $695K | Sell |
19,520
-747
| -4% | -$26.6K | 0.13% | 193 |
|
|
2020
Q4 | $680K | Sell |
20,267
-345
| -2% | -$11.6K | 0.14% | 193 |
|
|
2020
Q3 | $588K | Sell |
20,612
-1,277
| -6% | -$36.4K | 0.13% | 198 |
|
|
2020
Q2 | $492K | Buy |
21,889
+884
| +4% | +$19.9K | 0.12% | 232 |
|
|
2020
Q1 | $356K | Sell |
21,005
-880
| -4% | -$14.9K | 0.11% | 243 |
|
|
2019
Q4 | $661K | Sell |
21,885
-1,117
| -5% | -$33.7K | 0.15% | 206 |
|
|
2019
Q3 | $637K | Sell |
23,002
-4,368
| -16% | -$121K | 0.16% | 189 |
|
|
2019
Q2 | $721K | Buy |
27,370
+7,679
| +39% | +$202K | 0.16% | 193 |
|
|
2019
Q1 | $518K | Buy |
+19,691
| New | +$518K | 0.11% | 236 |
|
|
2018
Q4 | – | Sell |
-22,363
| Closed | -$737K | – | 352 |
|
|
2018
Q3 | $737K | Sell |
22,363
-6,445
| -22% | -$212K | 0.25% | 125 |
|
|
2018
Q2 | $1.04M | Buy |
28,808
+287
| +1% | +$10.4K | 0.33% | 107 |
|
|
2018
Q1 | $1.04M | Buy |
28,521
+6,291
| +28% | +$230K | 0.31% | 117 |
|
|
2017
Q4 | $782K | Buy |
22,230
+373
| +2% | +$13.1K | 0.18% | 165 |
|
|
2017
Q3 | $741K | Sell |
21,857
-177
| -0.8% | -$6K | 0.24% | 147 |
|
|
2017
Q2 | $740K | Buy |
+22,034
| New | +$740K | 0.2% | 160 |
|