Strategic Wealth Partners’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.6K | Buy |
+762
| New | +$19.6K | ﹤0.01% | 650 |
|
|
2024
Q4 | – | Sell |
-7,000
| Closed | -$237K | – | 329 |
|
|
2024
Q3 | $237K | Sell |
7,000
-21,420
| -75% | -$725K | 0.02% | 275 |
|
|
2024
Q2 | $807K | Buy |
+28,420
| New | +$807K | 0.08% | 154 |
|
|
2019
Q4 | – | Sell |
-2,280
| Closed | -$62 | – | 515 |
|
|
2019
Q3 | $62 | Sell |
2,280
-40
| -2% | -$1 | ﹤0.01% | 290 |
|
|
2019
Q2 | $61K | Buy |
2,320
+460
| +25% | +$12.1K | 0.03% | 216 |
|
|
2019
Q1 | $49K | Hold |
1,860
| – | – | 0.02% | 245 |
|
|
2018
Q4 | $46K | Hold |
1,860
| – | – | 0.02% | 241 |
|
|
2018
Q3 | $60K | Buy |
1,860
+700
| +60% | +$22.6K | 0.03% | 217 |
|
|
2018
Q2 | $42K | Sell |
1,160
-1,800
| -61% | -$65.2K | 0.02% | 267 |
|
|
2018
Q1 | $104K | Buy |
2,960
+960
| +48% | +$33.7K | 0.05% | 189 |
|
|
2017
Q4 | $73K | Buy |
+2,000
| New | +$73K | 0.04% | 196 |
|