Jones Financial Companies’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $664K | Buy |
25,699
+12,962
| +102% | +$335K | ﹤0.01% | 1171 |
|
|
2025
Q1 | $374K | Buy |
12,737
+1,255
| +11% | +$36.8K | ﹤0.01% | 1244 |
|
|
2024
Q4 | $323K | Buy |
11,482
+3,084
| +37% | +$86.8K | ﹤0.01% | 1160 |
|
|
2024
Q3 | $283K | Buy |
8,398
+6,175
| +278% | +$208K | ﹤0.01% | 1018 |
|
|
2024
Q2 | $63.1K | Buy |
2,223
+1,429
| +180% | +$40.6K | ﹤0.01% | 1171 |
|
|
2024
Q1 | $28.5K | Sell |
794
-431
| -35% | -$15.5K | ﹤0.01% | 833 |
|
|
2023
Q4 | $42.6K | Buy |
+1,225
| New | +$42.6K | ﹤0.01% | 498 |
|
|
2022
Q1 | – | Sell |
-226
| Closed | -$9K | – | 859 |
|
|
2021
Q4 | $9K | Hold |
226
| – | – | ﹤0.01% | 570 |
|
|
2021
Q3 | $8K | Hold |
226
| – | – | ﹤0.01% | 529 |
|
|
2021
Q2 | $8K | Sell |
226
-1,414
| -86% | -$50.1K | ﹤0.01% | 508 |
|
|
2021
Q1 | $58K | Buy |
1,640
+369
| +29% | +$13.1K | ﹤0.01% | 336 |
|
|
2020
Q4 | $43K | Buy |
+1,271
| New | +$43K | ﹤0.01% | 300 |
|