JMFC
J.M. Forbes & Co’s Weyerhaeuser WY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Hold |
16,101
| – | – | 0.04% | 113 |
|
|
2025
Q1 | $471K | Hold |
16,101
| – | – | 0.05% | 103 |
|
|
2024
Q4 | $453K | Hold |
16,101
| – | – | 0.04% | 103 |
|
|
2024
Q3 | $545K | Hold |
16,101
| – | – | 0.05% | 96 |
|
|
2024
Q2 | $457K | Hold |
16,101
| – | – | 0.05% | 98 |
|
|
2024
Q1 | $578K | Hold |
16,101
| – | – | 0.06% | 92 |
|
|
2023
Q4 | $560K | Hold |
16,101
| – | – | 0.07% | 91 |
|
|
2023
Q3 | $494K | Hold |
16,101
| – | – | 0.06% | 91 |
|
|
2023
Q2 | $540K | Hold |
16,101
| – | – | 0.07% | 92 |
|
|
2023
Q1 | $485K | Hold |
16,101
| – | – | 0.07% | 76 |
|
|
2022
Q4 | $499K | Hold |
16,101
| – | – | 0.07% | 75 |
|
|
2022
Q3 | $460K | Sell |
16,101
-5
| -0% | -$143 | 0.07% | 76 |
|
|
2022
Q2 | $533K | Hold |
16,106
| – | – | 0.08% | 73 |
|
|
2022
Q1 | $610K | Hold |
16,106
| – | – | 0.08% | 75 |
|
|
2021
Q4 | $663K | Hold |
16,106
| – | – | 0.08% | 73 |
|
|
2021
Q3 | $573K | Hold |
16,106
| – | – | 0.07% | 75 |
|
|
2021
Q2 | $554K | Hold |
16,106
| – | – | 0.07% | 79 |
|
|
2021
Q1 | $573K | Hold |
16,106
| – | – | 0.08% | 68 |
|
|
2020
Q4 | $540K | Hold |
16,106
| – | – | 0.08% | 68 |
|
|
2020
Q3 | $459K | Hold |
16,106
| – | – | 0.07% | 68 |
|
|
2020
Q2 | $362K | Sell |
16,106
-490
| -3% | -$11K | 0.06% | 72 |
|
|
2020
Q1 | $281K | Buy |
16,596
+490
| +3% | +$8.3K | 0.06% | 73 |
|
|
2019
Q4 | $486K | Buy |
+16,106
| New | +$486K | 0.08% | 75 |
|
|
2019
Q3 | – | Sell |
-16,886
| Closed | -$445K | – | 103 |
|
|
2019
Q2 | $445K | Buy |
16,886
+780
| +5% | +$20.6K | 0.09% | 72 |
|
|
2019
Q1 | $424K | Sell |
16,106
-233
| -1% | -$6.13K | 0.09% | 71 |
|
|
2018
Q4 | $357K | Hold |
16,339
| – | – | 0.08% | 73 |
|
|
2018
Q3 | $527K | Hold |
16,339
| – | – | 0.11% | 69 |
|
|
2018
Q2 | $596K | Hold |
16,339
| – | – | 0.13% | 66 |
|
|
2018
Q1 | $572K | Buy |
16,339
+148
| +0.9% | +$5.18K | 0.13% | 67 |
|
|
2017
Q4 | $571K | Hold |
16,191
| – | – | 0.13% | 69 |
|
|
2017
Q3 | $550K | Hold |
16,191
| – | – | 0.14% | 65 |
|
|
2017
Q2 | $542K | Sell |
16,191
-728
| -4% | -$24.4K | 0.14% | 66 |
|
|
2017
Q1 | $575K | Hold |
16,919
| – | – | 0.15% | 62 |
|
|
2016
Q4 | $509K | Hold |
16,919
| – | – | 0.14% | 63 |
|
|
2016
Q3 | $540K | Hold |
16,919
| – | – | 0.15% | 61 |
|
|
2016
Q2 | $503K | Hold |
16,919
| – | – | 0.14% | 60 |
|
|
2016
Q1 | $524K | Hold |
16,919
| – | – | 0.15% | 55 |
|
|
2015
Q4 | $507K | Hold |
16,919
| – | – | 0.14% | 57 |
|
|
2015
Q3 | $462K | Hold |
16,919
| – | – | 0.13% | 58 |
|
|
2015
Q2 | $533K | Sell |
16,919
-114
| -0.7% | -$3.59K | 0.14% | 55 |
|
|
2015
Q1 | $565K | Hold |
17,033
| – | – | 0.15% | 57 |
|
|
2014
Q4 | $599K | Hold |
17,033
| – | – | 0.16% | 54 |
|
|
2014
Q3 | $542K | Sell |
17,033
-44
| -0.3% | -$1.4K | 0.14% | 59 |
|
|
2014
Q2 | $565K | Hold |
17,077
| – | – | 0.14% | 59 |
|
|
2014
Q1 | $501K | Hold |
17,077
| – | – | 0.13% | 61 |
|
|
2013
Q4 | $539K | Sell |
17,077
-43
| -0.3% | -$1.36K | 0.14% | 64 |
|
|
2013
Q3 | $490K | Buy |
17,120
+43
| +0.3% | +$1.23K | 0.14% | 63 |
|
|
2013
Q2 | $487K | Buy |
+17,077
| New | +$487K | 0.15% | 59 |
|