J.W. Cole Advisors’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $999K | Buy |
38,886
+1,757
| +5% | +$45.1K | 0.02% | 668 |
|
|
2025
Q1 | $1.09M | Buy |
37,129
+17,132
| +86% | +$502K | 0.03% | 514 |
|
|
2024
Q4 | $563K | Buy |
19,997
+1,216
| +6% | +$34.2K | 0.02% | 574 |
|
|
2024
Q3 | $636K | Buy |
18,781
+160
| +0.9% | +$5.42K | 0.03% | 519 |
|
|
2024
Q2 | $529K | Buy |
18,621
+131
| +0.7% | +$3.72K | 0.02% | 514 |
|
|
2024
Q1 | $664K | Sell |
18,490
-104
| -0.6% | -$3.73K | 0.03% | 446 |
|
|
2023
Q4 | $647K | Buy |
18,594
+1,138
| +7% | +$39.6K | 0.04% | 409 |
|
|
2023
Q3 | $535K | Sell |
17,456
-752
| -4% | -$23.1K | 0.04% | 397 |
|
|
2023
Q2 | $610K | Sell |
18,208
-900
| -5% | -$30.2K | 0.04% | 372 |
|
|
2023
Q1 | $576K | Sell |
19,108
-64
| -0.3% | -$1.93K | 0.04% | 413 |
|
|
2022
Q4 | $594K | Sell |
19,172
-3,810
| -17% | -$118K | 0.05% | 379 |
|
|
2022
Q3 | $656K | Buy |
22,982
+43
| +0.2% | +$1.23K | 0.05% | 336 |
|
|
2022
Q2 | $760K | Buy |
22,939
+1,975
| +9% | +$65.4K | 0.06% | 317 |
|
|
2022
Q1 | $795K | Buy |
20,964
+1,545
| +8% | +$58.6K | 0.05% | 334 |
|
|
2021
Q4 | $800K | Buy |
19,419
+71
| +0.4% | +$2.93K | 0.05% | 343 |
|
|
2021
Q3 | $688K | Buy |
19,348
+47
| +0.2% | +$1.67K | 0.05% | 210 |
|
|
2021
Q2 | $664K | Buy |
19,301
+8,385
| +77% | +$288K | 0.05% | 352 |
|
|
2021
Q1 | $389K | Buy |
10,916
+91
| +0.8% | +$3.24K | 0.04% | 450 |
|
|
2020
Q4 | $363K | Sell |
10,825
-3,145
| -23% | -$105K | 0.04% | 419 |
|
|
2020
Q3 | $398K | Buy |
+13,970
| New | +$398K | 0.03% | 473 |
|
|
2020
Q1 | – | Sell |
-9,460
| Closed | -$286K | – | 516 |
|
|
2019
Q4 | $286K | Buy |
+9,460
| New | +$286K | 0.04% | 425 |
|