SVWAG
Sound View Wealth Advisors Group’s Weyerhaeuser WY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Sell |
8,964
-2,477
| -22% | -$63.6K | 0.02% | 384 |
|
|
2025
Q1 | $335K | Buy |
11,441
+40
| +0.4% | +$1.17K | 0.03% | 316 |
|
|
2024
Q4 | $321K | Sell |
11,401
-49
| -0.4% | -$1.38K | 0.03% | 329 |
|
|
2024
Q3 | $388K | Buy |
11,450
+567
| +5% | +$19.2K | 0.03% | 297 |
|
|
2024
Q2 | $309K | Sell |
10,883
-1,840
| -14% | -$52.2K | 0.03% | 296 |
|
|
2024
Q1 | $457K | Hold |
12,723
| – | – | 0.05% | 248 |
|
|
2023
Q4 | $442K | Buy |
12,723
+133
| +1% | +$4.62K | 0.05% | 248 |
|
|
2023
Q3 | $386K | Buy |
12,590
+1,067
| +9% | +$32.7K | 0.05% | 252 |
|
|
2023
Q2 | $386K | Hold |
11,523
| – | – | 0.05% | 254 |
|
|
2023
Q1 | $347K | Sell |
11,523
-1,200
| -9% | -$36.2K | 0.05% | 266 |
|
|
2022
Q4 | $442K | Buy |
+12,723
| New | +$442K | 0.05% | 248 |
|