Schwarz Dygos Wheeler Investment Advisors’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Buy |
86,742
+3,936
| +5% | +$101K | 0.51% | 45 |
|
|
2025
Q1 | $2.42M | Buy |
82,806
+3,413
| +4% | +$99.9K | 0.57% | 42 |
|
|
2024
Q4 | $2.23M | Buy |
79,393
+886
| +1% | +$24.9K | 0.55% | 39 |
|
|
2024
Q3 | $2.66M | Buy |
78,507
+616
| +0.8% | +$20.9K | 0.66% | 35 |
|
|
2024
Q2 | $2.21M | Buy |
77,891
+691
| +0.9% | +$19.6K | 0.59% | 37 |
|
|
2024
Q1 | $2.77M | Buy |
77,200
+1,022
| +1% | +$36.7K | 0.78% | 30 |
|
|
2023
Q4 | $2.65M | Buy |
76,178
+645
| +0.9% | +$22.4K | 0.81% | 29 |
|
|
2023
Q3 | $2.32M | Sell |
75,533
-393
| -0.5% | -$12.1K | 0.78% | 33 |
|
|
2023
Q2 | $2.54M | Buy |
75,926
+1,051
| +1% | +$35.2K | 0.84% | 31 |
|
|
2023
Q1 | $2.26M | Buy |
74,875
+436
| +0.6% | +$13.1K | 0.82% | 32 |
|
|
2022
Q4 | $2.31M | Buy |
74,439
+59
| +0.1% | +$1.83K | 0.91% | 34 |
|
|
2022
Q3 | $2.12M | Buy |
74,380
+60
| +0.1% | +$1.71K | 0.94% | 28 |
|
|
2022
Q2 | $2.46M | Buy |
74,320
+650
| +0.9% | +$21.5K | 0.99% | 24 |
|
|
2022
Q1 | $2.79M | Buy |
73,670
+126
| +0.2% | +$4.78K | 0.94% | 25 |
|
|
2021
Q4 | $3.03M | Buy |
73,544
+1,090
| +2% | +$44.9K | 1.03% | 25 |
|
|
2021
Q3 | $2.58M | Buy |
72,454
+740
| +1% | +$26.3K | 0.94% | 29 |
|
|
2021
Q2 | $2.47M | Buy |
71,714
+1,601
| +2% | +$55.1K | 0.9% | 33 |
|
|
2021
Q1 | $2.5M | Buy |
70,113
+120
| +0.2% | +$4.27K | 1.03% | 25 |
|
|
2020
Q4 | $2.35M | Sell |
69,993
-1,064
| -1% | -$35.7K | 1.13% | 24 |
|
|
2020
Q3 | $2.03M | Buy |
71,057
+3,477
| +5% | +$99.2K | 1.15% | 24 |
|
|
2020
Q2 | $1.61M | Buy |
67,580
+3,507
| +5% | +$83.3K | 1.05% | 25 |
|
|
2020
Q1 | $1.09M | Buy |
64,073
+2,764
| +5% | +$46.8K | 0.92% | 28 |
|
|
2019
Q4 | $1.85M | Buy |
61,309
+7,041
| +13% | +$213K | 1.27% | 20 |
|
|
2019
Q3 | $1.5M | Buy |
54,268
+2,824
| +5% | +$78.2K | 1.19% | 22 |
|
|
2019
Q2 | $1.36M | Buy |
51,444
+3,706
| +8% | +$97.6K | 1.12% | 24 |
|
|
2019
Q1 | $1.26M | Buy |
47,738
+2,484
| +5% | +$65.4K | 1.08% | 25 |
|
|
2018
Q4 | $989K | Buy |
+45,254
| New | +$989K | 1.07% | 28 |
|