Summit Financial’s Weyerhaeuser WY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$801K Buy
31,169
+1,646
+6% +$42.3K 0.02% 459
2025
Q1
$864K Buy
29,523
+3,115
+12% +$91.2K 0.02% 399
2024
Q4
$743K Buy
+26,408
New +$743K 0.03% 375