Steward Partners Investment Advisory’s Weyerhaeuser WY Stock Holding History

Steward Partners Investment Advisory’s Portfolio WY Stock Details WY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.18M	Buy	46,025 +85	+0.2%	+$2.18K	0.01%	927
2025 Q1	$1.35M	Sell	45,940 -3,463	-7%	-$101K	0.01%	800
2024 Q4	$1.39M	Sell	49,403 -4,857	-9%	-$137K	0.01%	755
2024 Q3	$1.84M	Buy	54,260 +2,399	+5%	+$81.2K	0.02%	659
2024 Q2	$1.47M	Sell	51,861 -25,403	-33%	-$721K	0.02%	678
2024 Q1	$2.77M	Sell	77,264 -602	-0.8%	-$21.6K	0.03%	480
2023 Q4	$2.71M	Sell	77,866 -3,169	-4%	-$110K	0.04%	430
2023 Q3	$2.48M	Sell	81,035 -288	-0.4%	-$8.83K	0.04%	408
2023 Q2	$2.73M	Buy	81,323 +3,558	+5%	+$119K	0.04%	399
2023 Q1	$2.34M	Sell	77,765 -878	-1%	-$26.5K	0.04%	427
2022 Q4	$2.44M	Buy	78,643 +5,106	+7%	+$158K	0.04%	399
2022 Q3	$2.1M	Sell	73,537 -320	-0.4%	-$9.14K	0.04%	413
2022 Q2	$2.45M	Buy	73,857 +23,622	+47%	+$782K	0.04%	380
2022 Q1	$1.9M	Buy	50,235 +235	+0.5%	+$8.91K	0.03%	489
2021 Q4	$2.06M	Buy	50,000 +1,811	+4%	+$74.6K	0.03%	488
2021 Q3	$1.71M	Sell	48,189 -195	-0.4%	-$6.94K	0.03%	496
2021 Q2	$1.67M	Sell	48,384 -6,965	-13%	-$240K	0.03%	501
2021 Q1	$1.97M	Buy	55,349 +9,447	+21%	+$336K	0.03%	435
2020 Q4	$1.54M	Buy	45,902 +743	+2%	+$24.9K	0.03%	430
2020 Q3	$1.29M	Sell	45,159 -5,369	-11%	-$153K	0.03%	410
2020 Q2	$1.14M	Buy	50,528 +7,680	+18%	+$173K	0.03%	422
2020 Q1	$726K	Buy	42,848 +1,272	+3%	+$21.6K	0.03%	472
2019 Q4	$1.26M	Sell	41,576 -49	-0.1%	-$1.48K	0.04%	396
2019 Q3	$1.15M	Buy	41,625 +210	+0.5%	+$5.82K	0.04%	377
2019 Q2	$1.09M	Sell	41,415 -1,161	-3%	-$30.6K	0.04%	373
2019 Q1	$1.12M	Buy	42,576 +13,642	+47%	+$359K	0.05%	334
2018 Q4	$632K	Sell	28,934 -25,761	-47%	-$563K	0.03%	431
2018 Q3	$1.77M	Buy	54,695 +4,599	+9%	+$148K	0.08%	244
2018 Q2	$1.83M	Buy	50,096 +35,122	+235%	+$1.28M	0.11%	211
2018 Q1	$524K	Buy	+14,974	New	+$524K	0.04%	416