Lyell Wealth Management’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,812
| Closed | -$231K | – | 209 |
|
|
2024
Q3 | $231K | Buy |
+6,812
| New | +$231K | 0.02% | 194 |
|
|
2024
Q2 | – | Sell |
-6,913
| Closed | -$248K | – | 206 |
|
|
2024
Q1 | $248K | Buy |
6,913
+101
| +1% | +$3.63K | 0.03% | 182 |
|
|
2023
Q4 | $237K | Sell |
6,812
-625
| -8% | -$21.7K | 0.03% | 176 |
|
|
2023
Q3 | $228K | Hold |
7,437
| – | – | 0.03% | 170 |
|
|
2023
Q2 | $249K | Sell |
7,437
-125
| -2% | -$4.19K | 0.03% | 166 |
|
|
2023
Q1 | $228K | Sell |
7,562
-1,555
| -17% | -$46.9K | 0.03% | 185 |
|
|
2022
Q4 | $283K | Sell |
9,117
-2,204
| -19% | -$68.3K | 0.04% | 166 |
|
|
2022
Q3 | $323K | Sell |
11,321
-1,938
| -15% | -$55.3K | 0.06% | 156 |
|
|
2022
Q2 | $439K | Buy |
13,259
+30
| +0.2% | +$993 | 0.07% | 137 |
|
|
2022
Q1 | $501K | Buy |
13,229
+65
| +0.5% | +$2.46K | 0.06% | 136 |
|
|
2021
Q4 | $542K | Hold |
13,164
| – | – | 0.06% | 129 |
|
|
2021
Q3 | $468K | Sell |
13,164
-20
| -0.2% | -$711 | 0.06% | 133 |
|
|
2021
Q2 | $454K | Buy |
+13,184
| New | +$454K | 0.06% | 142 |
|
|
2018
Q4 | – | Sell |
-36,285
| Closed | -$1.17M | – | 120 |
|
|
2018
Q3 | $1.17M | Sell |
36,285
-8,950
| -20% | -$289K | 0.39% | 65 |
|
|
2018
Q2 | $1.65M | Buy |
45,235
+1,238
| +3% | +$45.1K | 0.6% | 58 |
|
|
2018
Q1 | $1.54M | Sell |
43,997
-2,475
| -5% | -$86.6K | 0.57% | 60 |
|
|
2017
Q4 | $1.64M | Buy |
46,472
+825
| +2% | +$29.1K | 0.65% | 57 |
|
|
2017
Q3 | $1.55M | Sell |
45,647
-1,885
| -4% | -$64.1K | 0.67% | 55 |
|
|
2017
Q2 | $1.59M | Buy |
47,532
+7,500
| +19% | +$251K | 0.77% | 51 |
|
|
2017
Q1 | $1.36M | Sell |
40,032
-12,490
| -24% | -$424K | 0.74% | 55 |
|
|
2016
Q4 | $1.58M | Buy |
+52,522
| New | +$1.58M | 0.98% | 47 |
|