Summit Securities Group’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.5K | Buy |
+488
| New | +$12.5K | ﹤0.01% | 712 |
|
|
2024
Q1 | – | Sell |
-1,700
| Closed | -$59K | – | 764 |
|
|
2023
Q4 | $59K | Sell |
1,700
-300
| -15% | -$10.4K | 0.01% | 216 |
|
|
2023
Q3 | $61K | Sell |
2,000
-1,158
| -37% | -$35.3K | 0.01% | 120 |
|
|
2023
Q2 | $106K | Sell |
3,158
-480
| -13% | -$16.1K | 0.01% | 180 |
|
|
2023
Q1 | $110K | Buy |
3,638
+94
| +3% | +$2.84K | 0.01% | 171 |
|
|
2022
Q4 | $110K | Buy |
3,544
+1,244
| +54% | +$38.6K | ﹤0.01% | 387 |
|
|
2022
Q3 | $66K | Sell |
2,300
-1,556
| -40% | -$44.7K | ﹤0.01% | 401 |
|
|
2022
Q2 | $128K | Buy |
3,856
+1,150
| +42% | +$38.2K | 0.02% | 235 |
|
|
2022
Q1 | $103K | Buy |
+2,706
| New | +$103K | 0.01% | 320 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 545 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 279 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 247 |
|
|
2020
Q1 | – | Sell |
-11,500
| Closed | -$347K | – | 272 |
|
|
2019
Q4 | $347K | Buy |
+11,500
| New | +$347K | 0.03% | 154 |
|
|
2015
Q4 | – | Sell |
-700
| Closed | -$19K | – | 406 |
|
|
2015
Q3 | $19K | Hold |
700
| – | – | 0.01% | 187 |
|
|
2015
Q2 | $22K | Sell |
700
-710
| -50% | -$22.3K | 0.01% | 308 |
|
|
2015
Q1 | $47K | Buy |
1,410
+610
| +76% | +$20.3K | 0.04% | 147 |
|
|
2014
Q4 | $29K | Sell |
800
-11,000
| -93% | -$399K | 0.01% | 330 |
|
|
2014
Q3 | $376K | Buy |
11,800
+10,300
| +687% | +$328K | 0.11% | 135 |
|
|
2014
Q2 | $50K | Buy |
+1,500
| New | +$50K | 0.02% | 293 |
|
|
2014
Q1 | – | Sell |
-2,700
| Closed | -$85K | – | 495 |
|
|
2013
Q4 | $85K | Buy |
2,700
+1,700
| +170% | +$53.5K | 0.01% | 233 |
|
|
2013
Q3 | $29K | Buy |
1,000
+200
| +25% | +$5.8K | 0.01% | 198 |
|
|
2013
Q2 | $23K | Buy |
+800
| New | +$23K | 0.01% | 207 |
|