KJWM
Kiley Juergens Wealth Management’s Weyerhaeuser WY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $523K | Sell |
20,367
-4,930
| -19% | -$127K | 0.12% | 66 |
|
|
2025
Q1 | $741K | Buy |
25,297
+2,423
| +11% | +$70.9K | 0.2% | 60 |
|
|
2024
Q4 | $644K | Buy |
22,874
+332
| +1% | +$9.35K | 0.16% | 63 |
|
|
2024
Q3 | $763K | Sell |
22,542
-703
| -3% | -$23.8K | 0.2% | 58 |
|
|
2024
Q2 | $660K | Buy |
23,245
+562
| +2% | +$16K | 0.18% | 60 |
|
|
2024
Q1 | $815K | Sell |
22,683
-632
| -3% | -$22.7K | 0.25% | 48 |
|
|
2023
Q4 | $811K | Sell |
23,315
-585
| -2% | -$20.3K | 0.27% | 46 |
|
|
2023
Q3 | $733K | Buy |
23,900
+73
| +0.3% | +$2.24K | 0.26% | 53 |
|
|
2023
Q2 | $798K | Sell |
23,827
-92
| -0.4% | -$3.08K | 0.28% | 52 |
|
|
2023
Q1 | $721K | Buy |
23,919
+23
| +0.1% | +$693 | 0.27% | 58 |
|
|
2022
Q4 | $741K | Sell |
23,896
-179
| -0.7% | -$5.55K | 0.31% | 56 |
|
|
2022
Q3 | $687K | Buy |
24,075
+1,400
| +6% | +$40K | 0.32% | 56 |
|
|
2022
Q2 | $751K | Sell |
22,675
-4,162
| -16% | -$138K | 0.36% | 50 |
|
|
2022
Q1 | $1.02M | Buy |
26,837
+10,850
| +68% | +$411K | 0.49% | 33 |
|
|
2021
Q4 | $658K | Buy |
15,987
+20
| +0.1% | +$823 | 0.25% | 58 |
|
|
2021
Q3 | $567K | Buy |
15,967
+15
| +0.1% | +$533 | 0.25% | 57 |
|
|
2021
Q2 | $549K | Buy |
15,952
+1,027
| +7% | +$35.3K | 0.25% | 57 |
|
|
2021
Q1 | $531K | Buy |
14,925
+2,322
| +18% | +$82.6K | 0.28% | 51 |
|
|
2020
Q4 | $422K | Buy |
12,603
+16
| +0.1% | +$536 | 0.25% | 46 |
|
|
2020
Q3 | $358K | Sell |
12,587
-8,230
| -40% | -$234K | 0.26% | 42 |
|
|
2020
Q2 | $467K | Hold |
20,817
| – | – | 0.39% | 38 |
|
|
2020
Q1 | $352K | Buy |
20,817
+3,119
| +18% | +$52.7K | 0.36% | 38 |
|
|
2019
Q4 | $534K | Sell |
17,698
-4,257
| -19% | -$128K | 0.47% | 35 |
|
|
2019
Q3 | $608K | Buy |
21,955
+434
| +2% | +$12K | 0.67% | 29 |
|
|
2019
Q2 | $566K | Buy |
21,521
+2,629
| +14% | +$69.1K | 0.64% | 30 |
|
|
2019
Q1 | $497K | Sell |
18,892
-75
| -0.4% | -$1.97K | 0.62% | 33 |
|
|
2018
Q4 | $414K | Buy |
18,967
+2,539
| +15% | +$55.4K | 0.58% | 35 |
|
|
2018
Q3 | $530K | Buy |
16,428
+7,631
| +87% | +$246K | 0.4% | 52 |
|
|
2018
Q2 | $320K | Buy |
8,797
+1,056
| +14% | +$38.4K | 0.29% | 63 |
|
|
2018
Q1 | $270K | Buy |
7,741
+1,009
| +15% | +$35.2K | 0.29% | 65 |
|
|
2017
Q4 | $237K | Buy |
+6,732
| New | +$237K | 0.21% | 71 |
|