LWAM
Legacy Wealth Asset Management’s Weyerhaeuser WY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,712
| Closed | -$245K | – | 368 |
|
|
2024
Q4 | $245K | Sell |
8,712
-84
| -1% | -$2.37K | 0.07% | 327 |
|
|
2024
Q3 | $298K | Sell |
8,796
-9,229
| -51% | -$312K | 0.08% | 307 |
|
|
2024
Q2 | $512K | Buy |
18,025
+646
| +4% | +$18.3K | 0.14% | 224 |
|
|
2024
Q1 | $624K | Buy |
17,379
+192
| +1% | +$6.9K | 0.17% | 181 |
|
|
2023
Q4 | $598K | Buy |
17,187
+193
| +1% | +$6.71K | 0.2% | 172 |
|
|
2023
Q3 | $521K | Buy |
16,994
+23
| +0.1% | +$705 | 0.19% | 187 |
|
|
2023
Q2 | $569K | Buy |
16,971
+341
| +2% | +$11.4K | 0.2% | 177 |
|
|
2023
Q1 | $501K | Sell |
16,630
-266
| -2% | -$8.02K | 0.18% | 191 |
|
|
2022
Q4 | $524K | Sell |
16,896
-81
| -0.5% | -$2.51K | 0.2% | 170 |
|
|
2022
Q3 | $485K | Buy |
16,977
+306
| +2% | +$8.74K | 0.21% | 166 |
|
|
2022
Q2 | $552K | Sell |
16,671
-545
| -3% | -$18K | 0.22% | 161 |
|
|
2022
Q1 | $652K | Buy |
17,216
+122
| +0.7% | +$4.62K | 0.23% | 162 |
|
|
2021
Q4 | $704K | Sell |
17,094
-4,670
| -21% | -$192K | 0.24% | 153 |
|
|
2021
Q3 | $774K | Sell |
21,764
-121
| -0.6% | -$4.3K | 0.35% | 114 |
|
|
2021
Q2 | $753K | Sell |
21,885
-215
| -1% | -$7.4K | 0.33% | 126 |
|
|
2021
Q1 | $787K | Buy |
22,100
+168
| +0.8% | +$5.98K | 0.36% | 101 |
|
|
2020
Q4 | $735K | Buy |
+21,932
| New | +$735K | 0.37% | 98 |
|