KCM Investment Advisors’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,873
| Closed | -$222K | – | 381 |
|
|
2024
Q4 | $222K | Hold |
7,873
| – | – | 0.01% | 347 |
|
|
2024
Q3 | $267K | Sell |
7,873
-2,112
| -21% | -$64.9K | 0.01% | 334 |
|
|
2024
Q2 | $283K | Sell |
9,985
-293
| -3% | -$9.06K | 0.01% | 316 |
|
|
2024
Q1 | $369K | Buy |
10,278
+924
| +10% | +$31.3K | 0.01% | 299 |
|
|
2023
Q4 | $325K | Buy |
9,354
+448
| +5% | +$13.9K | 0.01% | 302 |
|
|
2023
Q3 | $273K | Sell |
8,906
-2,180
| -20% | -$71.8K | 0.01% | 318 |
|
|
2023
Q2 | $371K | Buy |
11,086
+111
| +1% | +$3.34K | 0.01% | 296 |
|
|
2023
Q1 | $331K | Sell |
10,975
-1,192
| -10% | -$37.6K | 0.01% | 325 |
|
|
2022
Q4 | $377K | Sell |
12,167
-50
| -0.4% | -$1.55K | 0.02% | 298 |
|
|
2022
Q3 | $349K | Hold |
12,217
| – | – | 0.02% | 292 |
|
|
2022
Q2 | $405K | Sell |
12,217
-800
| -6% | -$30.5K | 0.02% | 284 |
|
|
2022
Q1 | $493K | Buy |
13,017
+8,134
| +167% | +$323K | 0.02% | 285 |
|
|
2021
Q4 | $201K | Buy |
+4,883
| New | +$185K | 0.01% | 410 |
|
|
2018
Q4 | – | Sell |
-7,523
| Closed | -$243K | – | 510 |
|
|
2018
Q3 | $243K | Sell |
7,523
-5,547
| -42% | -$193K | 0.01% | 466 |
|
|
2018
Q2 | $477K | Hold |
13,070
| – | – | 0.03% | 359 |
|
|
2018
Q1 | $457K | Sell |
13,070
-2,061
| -14% | -$72.7K | 0.03% | 368 |
|
|
2017
Q4 | $534K | Sell |
15,131
-1,000
| -6% | -$35.4K | 0.03% | 345 |
|
|
2017
Q3 | $549K | Sell |
16,131
-1,430
| -8% | -$47K | 0.03% | 338 |
|
|
2017
Q2 | $588K | Buy |
17,561
+4
| +0% | +$135 | 0.04% | 329 |
|
|
2017
Q1 | $597K | Sell |
17,557
-164
| -0.9% | -$5.33K | 0.04% | 332 |
|
|
2016
Q4 | $533K | Buy |
17,721
+1,119
| +7% | +$34.5K | 0.04% | 344 |
|
|
2016
Q3 | $530K | Sell |
16,602
-13,596
| -45% | -$430K | 0.04% | 352 |
|
|
2016
Q2 | $899K | Sell |
30,198
-306
| -1% | -$9.41K | 0.06% | 258 |
|
|
2016
Q1 | $945K | Buy |
30,504
+4,239
| +16% | +$113K | 0.07% | 243 |
|
|
2015
Q4 | $787K | Buy |
26,265
+350
| +1% | +$10.6K | 0.06% | 266 |
|
|
2015
Q3 | $709K | Sell |
25,915
-4,500
| -15% | -$133K | 0.06% | 287 |
|
|
2015
Q2 | $958K | Sell |
30,415
-944
| -3% | -$30.3K | 0.08% | 247 |
|
|
2015
Q1 | $1.04M | Buy |
31,359
+2,419
| +8% | +$84.7K | 0.08% | 241 |
|
|
2014
Q4 | $1.04M | Sell |
28,940
-8,000
| -22% | -$275K | 0.09% | 241 |
|
|
2014
Q3 | $1.18M | Buy |
36,940
+250
| +0.7% | +$8.2K | 0.11% | 216 |
|
|
2014
Q2 | $1.21M | Hold |
36,690
| – | – | 0.11% | 213 |
|
|
2014
Q1 | $1.08M | Hold |
36,690
| – | – | 0.11% | 212 |
|
|
2013
Q4 | $1.16M | Hold |
36,690
| – | – | 0.13% | 193 |
|
|
2013
Q3 | $1.05M | Hold |
36,690
| – | – | 0.13% | 196 |
|
|
2013
Q2 | $1.04M | Buy |
+36,690
| New | +$1.11M | 0.13% | 192 |
|
Other funds holding WY
