Keudell/Morrison Wealth Management’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $484K | Buy |
18,827
+1,485
| +9% | +$38.1K | 0.11% | 122 |
|
|
2025
Q1 | $508K | Sell |
17,342
-16
| -0.1% | -$468 | 0.12% | 109 |
|
|
2024
Q4 | $489K | Buy |
17,358
+983
| +6% | +$27.7K | 0.13% | 108 |
|
|
2024
Q3 | $554K | Sell |
16,375
-22
| -0.1% | -$745 | 0.15% | 105 |
|
|
2024
Q2 | $466K | Sell |
16,397
-61
| -0.4% | -$1.73K | 0.14% | 118 |
|
|
2024
Q1 | $591K | Buy |
16,458
+274
| +2% | +$9.84K | 0.18% | 97 |
|
|
2023
Q4 | $563K | Sell |
16,184
-648
| -4% | -$22.5K | 0.19% | 98 |
|
|
2023
Q3 | $516K | Sell |
16,832
-749
| -4% | -$23K | 0.16% | 97 |
|
|
2023
Q2 | $589K | Sell |
17,581
-8
| -0% | -$268 | 0.17% | 93 |
|
|
2023
Q1 | $530K | Sell |
17,589
-2,235
| -11% | -$67.3K | 0.16% | 97 |
|
|
2022
Q4 | $615K | Sell |
19,824
-8,943
| -31% | -$277K | 0.2% | 86 |
|
|
2022
Q3 | $822K | Sell |
28,767
-3,750
| -12% | -$107K | 0.31% | 63 |
|
|
2022
Q2 | $1.08M | Sell |
32,517
-1,298
| -4% | -$43K | 0.39% | 54 |
|
|
2022
Q1 | $1.28M | Sell |
33,815
-1,644
| -5% | -$62.3K | 0.54% | 52 |
|
|
2021
Q4 | $1.46M | Sell |
35,459
-1,993
| -5% | -$82.1K | 0.58% | 39 |
|
|
2021
Q3 | $1.33M | Buy |
37,452
+535
| +1% | +$19K | 0.57% | 44 |
|
|
2021
Q2 | $1.27M | Buy |
36,917
+1,635
| +5% | +$56.3K | 0.7% | 46 |
|
|
2021
Q1 | $1.26M | Sell |
35,282
-1,527
| -4% | -$54.4K | 0.73% | 42 |
|
|
2020
Q4 | $1.23M | Buy |
36,809
+203
| +0.6% | +$6.81K | 0.78% | 39 |
|
|
2020
Q3 | $1.04M | Sell |
36,606
-36,096
| -50% | -$1.03M | 0.67% | 42 |
|
|
2020
Q2 | $1.64M | Buy |
72,702
+33,191
| +84% | +$749K | 1.36% | 17 |
|
|
2020
Q1 | $670K | Buy |
39,511
+4,823
| +14% | +$81.8K | 0.66% | 55 |
|
|
2019
Q4 | $1.05M | Sell |
34,688
-221
| -0.6% | -$6.68K | 0.72% | 45 |
|
|
2019
Q3 | $967K | Buy |
34,909
+1,757
| +5% | +$48.7K | 0.8% | 44 |
|
|
2019
Q2 | $818K | Buy |
33,152
+3,059
| +10% | +$75.5K | 0.72% | 46 |
|
|
2019
Q1 | $793K | Buy |
+30,093
| New | +$793K | 0.7% | 50 |
|