Prestige Wealth Management Group’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Sell |
9,874
-1,628
| -14% | -$41.8K | 0.05% | 153 |
|
|
2025
Q1 | $337K | Buy |
11,502
+609
| +6% | +$17.8K | 0.07% | 126 |
|
|
2024
Q4 | $307K | Buy |
10,893
+431
| +4% | +$12.1K | 0.06% | 136 |
|
|
2024
Q3 | $354K | Buy |
10,462
+9,462
| +946% | +$320K | 0.07% | 124 |
|
|
2024
Q2 | $28.4K | Sell |
1,000
-8,786
| -90% | -$249K | 0.01% | 279 |
|
|
2024
Q1 | $351K | Buy |
9,786
+8,786
| +879% | +$316K | 0.08% | 116 |
|
|
2023
Q4 | $34.8K | Hold |
1,000
| – | – | 0.01% | 279 |
|
|
2023
Q3 | $30.7K | Hold |
1,000
| – | – | 0.01% | 281 |
|
|
2023
Q2 | $33.5K | Hold |
1,000
| – | – | 0.01% | 299 |
|
|
2023
Q1 | $30.1K | Hold |
1,000
| – | – | 0.01% | 282 |
|
|
2022
Q4 | $31K | Buy |
+1,000
| New | +$31K | 0.01% | 299 |
|
|
2022
Q3 | – | Sell |
-10
| Closed | – | – | 1091 |
|
|
2022
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 1092 |
|
|
2022
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 1069 |
|
|
2021
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 1075 |
|
|
2021
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 1064 |
|
|
2021
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 1049 |
|
|
2021
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 1051 |
|
|
2020
Q4 | $0 | Buy |
+10
| New | – | ﹤0.01% | 1053 |
|
|
2020
Q2 | – | Sell |
-130
| Closed | -$2K | – | 974 |
|
|
2020
Q1 | $2K | Buy |
+130
| New | +$2K | ﹤0.01% | 692 |
|
|
2019
Q1 | – | Sell |
-182
| Closed | -$4K | – | 1160 |
|
|
2018
Q4 | $4K | Buy |
+182
| New | +$4K | ﹤0.01% | 680 |
|