Moser Wealth 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 | $374K | Sell |
14,560
-3,100
| -18% | -$79.6K | 0.18% | 73 |
|
2025
Q1 | $517K | Sell |
17,660
-2,170
| -11% | -$63.5K | 0.27% | 62 |
|
2024
Q4 | $558K | Sell |
19,830
-1,950
| -9% | -$54.9K | 0.29% | 58 |
|
2024
Q3 | $737K | Sell |
21,780
-2,275
| -9% | -$77K | 0.38% | 45 |
|
2024
Q2 | $683K | Buy |
24,055
+500
| +2% | +$14.2K | 0.37% | 44 |
|
2024
Q1 | $846K | Sell |
23,555
-800
| -3% | -$28.7K | 0.47% | 41 |
|
2023
Q4 | $847K | Sell |
24,355
-5,785
| -19% | -$201K | 0.54% | 38 |
|
2023
Q3 | $924K | Sell |
30,140
-1,600
| -5% | -$49.1K | 0.65% | 37 |
|
2023
Q2 | $1.06M | Buy |
+31,740
| New | +$1.06M | 0.72% | 35 |
|
2022
Q4 | $1.05M | Sell |
33,870
-900
| -3% | -$27.9K | 0.79% | 33 |
|
2022
Q3 | $993K | Hold |
34,770
| – | – | 0.78% | 33 |
|
2022
Q2 | $1.15M | Sell |
34,770
-500
| -1% | -$16.6K | 0.86% | 31 |
|
2022
Q1 | $1.34M | Buy |
35,270
+1,600
| +5% | +$60.7K | 0.84% | 29 |
|
2021
Q4 | $1.39M | Hold |
33,670
| – | – | 0.84% | 29 |
|
2021
Q3 | $1.2M | Sell |
33,670
-1,200
| -3% | -$42.7K | 0.77% | 30 |
|
2021
Q2 | $1.2M | Buy |
34,870
+1,100
| +3% | +$37.9K | 0.77% | 31 |
|
2021
Q1 | $1.2M | Buy |
33,770
+750
| +2% | +$26.7K | 0.84% | 30 |
|
2020
Q4 | $1.11M | Buy |
33,020
+200
| +0.6% | +$6.71K | 0.82% | 30 |
|
2020
Q3 | $936K | Buy |
32,820
+1,645
| +5% | +$46.9K | 0.74% | 30 |
|
2020
Q2 | $700K | Buy |
31,175
+3,135
| +11% | +$70.4K | 0.67% | 36 |
|
2020
Q1 | $475K | Buy |
28,040
+7,000
| +33% | +$119K | 0.55% | 38 |
|
2019
Q4 | $635K | Buy |
+21,040
| New | +$635K | 0.61% | 39 |
|