Mark Sheptoff Financial Planning’s Weyerhaeuser WY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.11K	Hold	300	–	–	﹤0.01%	384
2025 Q4	$7.11K	Buy	+300	New	+$6.94K	﹤0.01%	385
2021 Q3	–	Sell	-250	Closed	-$9K	–	431
2021 Q2	$9K	Hold	250	–	–	﹤0.01%	337
2021 Q1	$9K	Buy	+250	New	+$8.51K	0.01%	297
2020 Q2	–	Sell	-64	Closed	-$1K	–	373
2020 Q1	$1K	Sell	64 -100	-61%	-$2.63K	﹤0.01%	332
2019 Q4	$5K	Hold	164	–	–	﹤0.01%	322
2019 Q3	$5K	Sell	164 -400	-71%	-$10.4K	﹤0.01%	307
2019 Q2	$15K	Hold	564	–	–	0.01%	235
2019 Q1	$15K	Hold	564	–	–	0.01%	233
2018 Q4	$12K	Hold	564	–	–	0.01%	230
2018 Q3	$18K	Hold	564	–	–	0.01%	247
2018 Q2	$21K	Hold	564	–	–	0.02%	222
2018 Q1	$20K	Hold	564	–	–	0.01%	236
2017 Q4	$20K	Hold	564	–	–	0.01%	238
2017 Q3	$19K	Hold	564	–	–	0.01%	245
2017 Q2	$19K	Sell	564 -1	-0.2%	-$34	0.01%	234
2017 Q1	$19K	Buy	565 +1	+0.2%	+$33	0.01%	232
2016 Q4	$17K	Hold	564	–	–	0.01%	233
2016 Q3	$18K	Hold	564	–	–	0.01%	224
2016 Q2	$17K	Hold	564	–	–	0.01%	219
2016 Q1	$17K	Buy	564 +64	+13%	+$1.71K	0.01%	219
2015 Q4	$15K	Hold	500	–	–	0.01%	243
2015 Q3	$14K	Hold	500	–	–	0.01%	229
2015 Q2	$16K	Hold	500	–	–	0.01%	242
2015 Q1	$17K	Buy	+500	New	+$17.5K	0.01%	234