Patten Group’s Weyerhaeuser WY Stock Holding History

Patten Group’s Portfolio WY Stock Details WY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$376K	Sell	14,633 -7,660	-34%	-$197K	0.08%	211
2025 Q1	$653K	Sell	22,293 -1,600	-7%	-$46.8K	0.15%	161
2024 Q4	$673K	Sell	23,893 -4,000	-14%	-$113K	0.15%	161
2024 Q3	$944K	Sell	27,893 -4,768	-15%	-$161K	0.21%	134
2024 Q2	$927K	Sell	32,661 -6,305	-16%	-$179K	0.22%	124
2024 Q1	$1.4M	Sell	38,966 -1,215	-3%	-$43.6K	0.34%	88
2023 Q4	$1.4M	Sell	40,181 -975	-2%	-$33.9K	0.38%	81
2023 Q3	$1.26M	Sell	41,156 -503	-1%	-$15.4K	0.38%	78
2023 Q2	$1.4M	Sell	41,659 -1,563	-4%	-$52.4K	0.21%	73
2023 Q1	$1.3M	Buy	43,222 +4	+0%	+$121	0.39%	76
2022 Q4	$1.34M	Sell	43,218 -4,152	-9%	-$129K	0.42%	72
2022 Q3	$1.36M	Sell	47,370 -5,649	-11%	-$162K	0.47%	63
2022 Q2	$1.83M	Buy	53,019 +252	+0.5%	+$8.69K	0.59%	46
2022 Q1	$2M	Sell	52,767 -3,294	-6%	-$125K	0.56%	48
2021 Q4	$2.31M	Sell	56,061 -3,263	-6%	-$134K	0.61%	43
2021 Q3	$2.11M	Sell	59,324 -680	-1%	-$24.2K	0.62%	41
2021 Q2	$2.07M	Buy	60,004 +320	+0.5%	+$11K	0.61%	43
2021 Q1	$2.13M	Sell	59,684 -3,450	-5%	-$123K	0.68%	39
2020 Q4	$2.12M	Buy	63,134 +851	+1%	+$28.5K	0.57%	41
2020 Q3	$1.78M	Sell	62,283 -356	-0.6%	-$10.2K	0.69%	35
2020 Q2	$1.41M	Sell	62,639 -24,763	-28%	-$556K	0.61%	44
2020 Q1	$1.48M	Sell	87,402 -8,693	-9%	-$147K	0.77%	35
2019 Q4	$2.9M	Sell	96,095 -584	-0.6%	-$17.6K	1.08%	19
2019 Q3	$2.68M	Buy	96,679 +442	+0.5%	+$12.2K	1.09%	21
2019 Q2	$2.54M	Buy	96,237 +1,201	+1%	+$31.6K	1.04%	24
2019 Q1	$2.5M	Buy	95,036 +3,256	+4%	+$85.8K	1.08%	20
2018 Q4	$2.01M	Sell	91,780 -7,638	-8%	-$167K	0.95%	29
2018 Q3	$3.21M	Sell	99,418 -12,119	-11%	-$391K	1.22%	16
2018 Q2	$4.07M	Sell	111,537 -800	-0.7%	-$29.2K	1.63%	10
2018 Q1	$3.93M	Sell	112,337 -751	-0.7%	-$26.3K	1.61%	9
2017 Q4	$3.99M	Sell	113,088 -6,461	-5%	-$228K	1.58%	9
2017 Q3	$4.07M	Sell	119,549 -1,660	-1%	-$56.5K	1.65%	7
2017 Q2	$3.97M	Sell	121,209 -4,828	-4%	-$158K	1.61%	7
2017 Q1	$4.39M	Sell	126,037 -57	-0%	-$1.99K	1.91%	5
2016 Q4	$3.94M	Sell	126,094 -3,955	-3%	-$124K	1.77%	7
2016 Q3	$4.06M	Sell	130,049 -1,604	-1%	-$50.1K	1.91%	5
2016 Q2	$3.92M	Sell	131,653 -461	-0.3%	-$13.7K	1.83%	7
2016 Q1	$4.09M	Buy	132,114 +4,012	+3%	+$124K	1.94%	6
2015 Q4	$3.84M	Buy	128,102 +1,957	+2%	+$58.7K	1.85%	7
2015 Q3	$3.42M	Buy	126,145 +6,381	+5%	+$173K	1.76%	9
2015 Q2	$3.77M	Buy	119,764 +1,619	+1%	+$51K	1.79%	9
2015 Q1	$3.92M	Sell	118,145 -3,503	-3%	-$116K	2.01%	8
2014 Q4	$4.37M	Buy	+121,648	New	+$4.37M	2.12%	8