Naviter Wealth’s Weyerhaeuser WY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.18M Buy
45,887
+3,472
+8% +$89.2K 0.15% 150
2025
Q1
$1.25M Buy
42,415
+1,195
+3% +$35.1K 0.15% 156
2024
Q4
$1.16M Sell
41,220
-5,829
-12% -$164K 0.14% 164
2024
Q3
$1.59M Buy
47,049
+782
+2% +$26.5K 0.22% 130
2024
Q2
$1.31M Sell
46,267
-4,258
-8% -$121K 0.2% 138
2024
Q1
$1.81M Buy
50,525
+2,718
+6% +$97.6K 0.3% 98
2023
Q4
$1.66M Buy
47,807
+4,720
+11% +$164K 0.33% 83
2023
Q3
$1.32M Buy
43,087
+5,437
+14% +$167K 0.32% 77
2023
Q2
$1.26M Buy
37,650
+3,999
+12% +$134K 0.32% 83
2023
Q1
$1.01M Buy
33,651
+9,861
+41% +$297K 0.35% 81
2022
Q4
$766K Buy
23,790
+1,434
+6% +$46.2K 0.21% 110
2022
Q3
$638K Buy
22,356
+7,567
+51% +$216K 0.26% 95
2022
Q2
$490K Sell
14,789
-691
-4% -$22.9K 0.2% 124
2022
Q1
$587K Sell
15,480
-1,905
-11% -$72.2K 0.2% 67
2021
Q4
$716K Buy
+17,385
New +$716K 0.21% 68