Ritholtz Wealth Management’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,278
| Closed | -$280K | – | 916 |
|
|
2024
Q3 | $280K | Sell |
8,278
-455
| -5% | -$15.4K | 0.01% | 715 |
|
|
2024
Q2 | $248K | Sell |
8,733
-5,859
| -40% | -$166K | 0.01% | 699 |
|
|
2024
Q1 | $524K | Sell |
14,592
-383
| -3% | -$13.8K | 0.02% | 515 |
|
|
2023
Q4 | $521K | Sell |
14,975
-4,552
| -23% | -$158K | 0.02% | 483 |
|
|
2023
Q3 | $599K | Sell |
19,527
-6,444
| -25% | -$198K | 0.03% | 412 |
|
|
2023
Q2 | $870K | Sell |
25,971
-12,676
| -33% | -$425K | 0.04% | 307 |
|
|
2023
Q1 | $1.16M | Sell |
38,647
-9,522
| -20% | -$287K | 0.06% | 221 |
|
|
2022
Q4 | $1.49M | Buy |
48,169
+11,211
| +30% | +$348K | 0.08% | 166 |
|
|
2022
Q3 | $1.06M | Buy |
36,958
+2,823
| +8% | +$80.7K | 0.06% | 228 |
|
|
2022
Q2 | $1.13M | Buy |
34,135
+3,132
| +10% | +$104K | 0.07% | 163 |
|
|
2022
Q1 | $1.18M | Buy |
31,003
+7,211
| +30% | +$273K | 0.08% | 157 |
|
|
2021
Q4 | $980K | Buy |
23,792
+8,297
| +54% | +$342K | 0.06% | 174 |
|
|
2021
Q3 | $551K | Buy |
15,495
+2,731
| +21% | +$97.1K | 0.04% | 248 |
|
|
2021
Q2 | $439K | Buy |
12,764
+4,930
| +63% | +$170K | 0.03% | 284 |
|
|
2021
Q1 | $279K | Buy |
+7,834
| New | +$279K | 0.02% | 324 |
|