Plante Moran Financial Advisors’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 | – | Sell |
-50
| Closed | -$1.19K | – | 868 |
|
|
2025
Q4 | $1.19K | Buy |
+50
| New | +$1.16K | ﹤0.01% | 737 |
|
|
2021
Q2 | – | Sell |
-100
| Closed | -$4K | – | 1131 |
|
|
2021
Q1 | $4K | Buy |
+100
| New | +$3.4K | ﹤0.01% | 836 |
|
|
2020
Q3 | – | Sell |
-750
| Closed | -$17K | – | 945 |
|
|
2020
Q2 | $17K | Hold |
750
| – | – | 0.01% | 461 |
|
|
2020
Q1 | $13K | Buy |
750
+18
| +2% | +$473 | 0.01% | 469 |
|
|
2019
Q4 | $22K | Buy |
732
+8
| +1% | +$232 | 0.01% | 449 |
|
|
2019
Q3 | $20K | Sell |
724
-1,026
| -59% | -$26.8K | 0.01% | 507 |
|
|
2019
Q2 | $46K | Buy |
1,750
+7
| +0.4% | +$178 | 0.01% | 357 |
|
|
2019
Q1 | $46K | Buy |
1,743
+1,644
| +1,661% | +$41.4K | 0.01% | 357 |
|
|
2018
Q4 | $2K | Buy |
+99
| New | +$2.64K | ﹤0.01% | 759 |
|
|
2018
Q3 | – | Sell |
-515
| Closed | -$19K | – | 854 |
|
|
2018
Q2 | $19K | Sell |
515
-13
| -2% | -$475 | 0.01% | 484 |
|
|
2018
Q1 | $18K | Buy |
528
+5
| +1% | +$176 | 0.01% | 526 |
|
|
2017
Q4 | $18K | Buy |
523
+21
| +4% | +$743 | 0.01% | 519 |
|
|
2017
Q3 | $17K | Buy |
502
+4
| +0.8% | +$131 | 0.01% | 483 |
|
|
2017
Q2 | $17K | Buy |
498
+3
| +0.6% | +$101 | 0.01% | 498 |
|
|
2017
Q1 | $17K | Sell |
495
-987
| -67% | -$32.1K | 0.01% | 507 |
|
|
2016
Q4 | $45K | Sell |
1,482
-80
| -5% | -$2.46K | 0.03% | 354 |
|
|
2016
Q3 | $50K | Buy |
1,562
+939
| +151% | +$29.7K | 0.03% | 323 |
|
|
2016
Q2 | $19K | Buy |
623
+97
| +18% | +$2.98K | 0.01% | 441 |
|
|
2016
Q1 | $16K | Buy |
526
+186
| +55% | +$4.97K | 0.01% | 416 |
|
|
2015
Q4 | $10K | Buy |
+340
| New | +$10.3K | 0.01% | 585 |
|
Other funds holding WY
VPM
VCM