Kingsview 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 | – | Sell |
-7,369
| Closed | -$216K | – | 1231 |
|
|
2025
Q1 | $216K | Buy |
7,369
+15
| +0.2% | +$439 | ﹤0.01% | 1014 |
|
|
2024
Q4 | $207K | Buy |
7,354
+593
| +9% | +$16.7K | ﹤0.01% | 1050 |
|
|
2024
Q3 | $229K | Sell |
6,761
-537
| -7% | -$18.2K | ﹤0.01% | 977 |
|
|
2024
Q2 | $207K | Sell |
7,298
-70
| -1% | -$1.99K | ﹤0.01% | 977 |
|
|
2024
Q1 | $265K | Sell |
7,368
-11
| -0.1% | -$395 | 0.01% | 866 |
|
|
2023
Q4 | $257K | Buy |
7,379
+445
| +6% | +$15.5K | 0.01% | 818 |
|
|
2023
Q3 | $213K | Buy |
+6,934
| New | +$213K | 0.01% | 865 |
|
|
2018
Q1 | – | Sell |
-10,813
| Closed | -$381K | – | 334 |
|
|
2017
Q4 | $381K | Hold |
10,813
| – | – | 0.14% | 209 |
|
|
2017
Q3 | $368K | Buy |
10,813
+969
| +10% | +$33K | 0.16% | 176 |
|
|
2017
Q2 | $330K | Hold |
9,844
| – | – | 0.17% | 171 |
|
|
2017
Q1 | $334K | Buy |
+9,844
| New | +$334K | 0.2% | 158 |
|