Lifeworks Advisors’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 |
-8,771
| Closed | -$257K | – | 331 |
|
|
2025
Q1 | $257K | Buy |
8,771
+689
| +9% | +$20.2K | 0.04% | 259 |
|
|
2024
Q4 | $228K | Buy |
+8,082
| New | +$228K | 0.04% | 274 |
|
|
2024
Q2 | – | Sell |
-7,378
| Closed | -$265K | – | 249 |
|
|
2024
Q1 | $265K | Sell |
7,378
-492
| -6% | -$17.7K | 0.07% | 197 |
|
|
2023
Q4 | $274K | Sell |
7,870
-1,081
| -12% | -$37.6K | 0.09% | 166 |
|
|
2023
Q3 | $274K | Buy |
8,951
+725
| +9% | +$22.2K | 0.11% | 157 |
|
|
2023
Q2 | $276K | Sell |
8,226
-27,938
| -77% | -$936K | 0.12% | 133 |
|
|
2023
Q1 | $1.09M | Buy |
36,164
+3,912
| +12% | +$118K | 0.51% | 71 |
|
|
2022
Q4 | $1,000K | Buy |
32,252
+1,046
| +3% | +$32.4K | 0.56% | 62 |
|
|
2022
Q3 | $965K | Buy |
+31,206
| New | +$965K | 0.55% | 63 |
|