Integrated Wealth Concepts’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Sell |
11,512
-1,926
| -14% | -$49.5K | ﹤0.01% | 1555 |
|
|
2025
Q1 | $393K | Sell |
13,438
-454
| -3% | -$13.3K | ﹤0.01% | 1262 |
|
|
2024
Q4 | $391K | Sell |
13,892
-1,399
| -9% | -$39.4K | ﹤0.01% | 1237 |
|
|
2024
Q3 | $518K | Buy |
15,291
+367
| +2% | +$12.4K | 0.01% | 1065 |
|
|
2024
Q2 | $424K | Sell |
14,924
-273
| -2% | -$7.75K | 0.01% | 1127 |
|
|
2024
Q1 | $546K | Buy |
15,197
+446
| +3% | +$16K | 0.01% | 1019 |
|
|
2023
Q4 | $513K | Sell |
14,751
-4,014
| -21% | -$140K | 0.01% | 992 |
|
|
2023
Q3 | $575K | Sell |
18,765
-1,151
| -6% | -$35.3K | 0.01% | 917 |
|
|
2023
Q2 | $667K | Buy |
19,916
+937
| +5% | +$31.4K | 0.01% | 853 |
|
|
2023
Q1 | $572K | Buy |
18,979
+9,072
| +92% | +$273K | 0.01% | 811 |
|
|
2022
Q4 | $307K | Buy |
9,907
+299
| +3% | +$9.27K | 0.01% | 812 |
|
|
2022
Q3 | $274K | Sell |
9,608
-139
| -1% | -$3.96K | 0.01% | 762 |
|
|
2022
Q2 | $323K | Buy |
+9,747
| New | +$323K | 0.01% | 734 |
|
|
2022
Q1 | – | Sell |
-6,265
| Closed | -$258K | – | 1058 |
|
|
2021
Q4 | $258K | Buy |
6,265
+218
| +4% | +$8.98K | 0.01% | 844 |
|
|
2021
Q3 | $215K | Buy |
+6,047
| New | +$215K | 0.01% | 869 |
|