JFS Wealth Advisors’s Weyerhaeuser WY Stock Holding History

JFS Wealth Advisors’s Portfolio WY Stock Details WY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$52	Sell	2 -17	-89%	-$442	﹤0.01%	1832
2025 Q1	$557	Buy	19 +17	+850%	+$498	﹤0.01%	1755
2024 Q4	$57	Hold	2	–	–	﹤0.01%	1907
2024 Q3	$68	Hold	2	–	–	﹤0.01%	1920
2024 Q2	$57	Sell	2 -7	-78%	-$200	﹤0.01%	1951
2024 Q1	$324	Sell	9 -30	-77%	-$1.08K	﹤0.01%	1851
2023 Q4	$1.36K	Buy	+39	New	+$1.36K	﹤0.01%	1560
2023 Q3	–	Sell	-1,070	Closed	-$35.9K	–	2009
2023 Q2	$35.9K	Hold	1,070	–	–	﹤0.01%	416
2023 Q1	$32.2K	Hold	1,070	–	–	﹤0.01%	432
2022 Q4	$33.2K	Hold	1,070	–	–	﹤0.01%	429
2022 Q3	$31K	Hold	1,070	–	–	﹤0.01%	473
2022 Q2	$35K	Hold	1,070	–	–	﹤0.01%	470
2022 Q1	$41K	Sell	1,070 -5	-0.5%	-$192	﹤0.01%	469
2021 Q4	$44K	Buy	1,075 +5	+0.5%	+$205	﹤0.01%	444
2021 Q3	$38K	Sell	1,070 -10	-0.9%	-$355	﹤0.01%	457
2021 Q2	$37K	Hold	1,080	–	–	0.01%	304
2021 Q1	$38K	Hold	1,080	–	–	0.01%	277
2020 Q4	$36K	Hold	1,080	–	–	0.01%	273
2020 Q3	$31K	Sell	1,080 -6,227	-85%	-$179K	0.01%	280
2020 Q2	$164K	Hold	7,307	–	–	0.04%	147
2020 Q1	$124K	Hold	7,307	–	–	0.04%	154
2019 Q4	$221K	Hold	7,307	–	–	0.05%	134
2019 Q3	$202K	Hold	7,307	–	–	0.05%	141
2019 Q2	$192K	Hold	7,307	–	–	0.05%	141
2019 Q1	$192K	Hold	7,307	–	–	0.05%	138
2018 Q4	$160K	Hold	7,307	–	–	0.04%	150
2018 Q3	$236K	Sell	7,307 -5	-0.1%	-$161	0.06%	133
2018 Q2	$267K	Hold	7,312	–	–	0.07%	120
2018 Q1	$256K	Hold	7,312	–	–	0.07%	124
2017 Q4	$258K	Sell	7,312 -41	-0.6%	-$1.45K	0.06%	121
2017 Q3	$250K	Hold	7,353	–	–	0.06%	117
2017 Q2	$246K	Hold	7,353	–	–	0.07%	108
2017 Q1	$221K	Hold	7,353	–	–	0.06%	116
2016 Q4	$221K	Sell	7,353 -57	-0.8%	-$1.71K	0.06%	116
2016 Q3	$237K	Hold	7,410	–	–	0.07%	112
2016 Q2	$221K	Hold	7,410	–	–	0.06%	143
2016 Q1	$230K	Buy	+7,410	New	+$230K	0.07%	119