J.P. Morgan Private Wealth Advisors’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $7.87M | Buy |
+256,765
| New | +$7.87M | 0.02% | 416 |
|
|
2023
Q2 | – | Sell |
-371,824
| Closed | -$11.2M | – | 1928 |
|
|
2023
Q1 | $11.2M | Buy |
371,824
+26,622
| +8% | +$802K | 0.02% | 404 |
|
|
2022
Q4 | $10.7M | Sell |
345,202
-2,262
| -0.7% | -$70.1K | 0.02% | 406 |
|
|
2022
Q3 | $9.92M | Buy |
347,464
+30,881
| +10% | +$882K | 0.03% | 402 |
|
|
2022
Q2 | $10.5M | Sell |
316,583
-14,585
| -4% | -$483K | 0.03% | 392 |
|
|
2022
Q1 | $12.6M | Buy |
331,168
+6,962
| +2% | +$264K | 0.03% | 394 |
|
|
2021
Q4 | $13.4M | Sell |
324,206
-23,940
| -7% | -$986K | 0.03% | 384 |
|
|
2021
Q3 | $12.4M | Sell |
348,146
-159,267
| -31% | -$5.67M | 0.03% | 388 |
|
|
2021
Q2 | $17.5M | Sell |
507,413
-253,471
| -33% | -$8.72M | 0.05% | 327 |
|
|
2021
Q1 | $27.1M | Sell |
760,884
-16,373
| -2% | -$583K | 0.09% | 218 |
|
|
2020
Q4 | $26.1M | Sell |
777,257
-16,188
| -2% | -$543K | 0.08% | 217 |
|
|
2020
Q3 | $22.6M | Sell |
793,445
-43,900
| -5% | -$1.25M | 0.09% | 199 |
|
|
2020
Q2 | $18.8M | Sell |
837,345
-536,121
| -39% | -$12M | 0.09% | 195 |
|
|
2020
Q1 | $23.3M | Buy |
1,373,466
+90,155
| +7% | +$1.53M | 0.13% | 153 |
|
|
2019
Q4 | $38.8M | Buy |
1,283,311
+61,259
| +5% | +$1.85M | 0.18% | 132 |
|
|
2019
Q3 | $33.9M | Buy |
1,222,052
+140,328
| +13% | +$3.89M | 0.18% | 135 |
|
|
2019
Q2 | $28.5M | Buy |
1,081,724
+58,731
| +6% | +$1.55M | 0.16% | 145 |
|
|
2019
Q1 | $26.9M | Buy |
1,022,993
+58,285
| +6% | +$1.54M | 0.14% | 159 |
|
|
2018
Q4 | $21.1M | Sell |
964,708
-118,736
| -11% | -$2.6M | 0.13% | 163 |
|
|
2018
Q3 | $35M | Sell |
1,083,444
-6,282
| -0.6% | -$203K | 0.17% | 138 |
|
|
2018
Q2 | $39.7M | Buy |
+1,089,726
| New | +$39.7M | 0.22% | 105 |
|
|
2017
Q4 | – | Sell |
-17,518
| Closed | -$596K | – | 1326 |
|
|
2017
Q3 | $596K | Sell |
17,518
-4
| -0% | -$136 | ﹤0.01% | 787 |
|
|
2017
Q2 | $587K | Buy |
17,522
+10,303
| +143% | +$345K | ﹤0.01% | 787 |
|
|
2017
Q1 | $245K | Sell |
7,219
-25,845
| -78% | -$877K | ﹤0.01% | 1162 |
|
|
2016
Q4 | $995K | Buy |
33,064
+6,837
| +26% | +$206K | 0.01% | 600 |
|
|
2016
Q3 | $838K | Buy |
26,227
+9,607
| +58% | +$307K | 0.01% | 633 |
|
|
2016
Q2 | $495K | Buy |
16,620
+2,814
| +20% | +$83.8K | ﹤0.01% | 783 |
|
|
2016
Q1 | $428K | Buy |
+13,806
| New | +$428K | ﹤0.01% | 795 |
|
|
2014
Q3 | – | Sell |
-505,766
| Closed | -$16.7M | – | 1104 |
|
|
2014
Q2 | $16.7M | Buy |
+505,766
| New | +$16.7M | 0.28% | 103 |
|