Summit Securities Group’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.88K | Sell |
118
-954
| -89% | -$24K | ﹤0.01% | 895 |
|
|
2025
Q4 | $25.4K | Sell |
1,072
-171
| -14% | -$3.96K | ﹤0.01% | 757 |
|
|
2025
Q3 | $30.8K | Buy |
1,243
+755
| +155% | +$19.3K | 0.01% | 678 |
|
|
2025
Q2 | $12.5K | Buy |
+488
| New | +$12.8K | ﹤0.01% | 840 |
|
|
2024
Q1 | – | Sell |
-1,700
| Closed | -$59K | – | 1021 |
|
|
2023
Q4 | $59K | Sell |
1,700
-300
| -15% | -$9.34K | 0.02% | 383 |
|
|
2023
Q3 | $61K | Sell |
2,000
-1,158
| -37% | -$38.1K | 0.04% | 251 |
|
|
2023
Q2 | $106K | Sell |
3,158
-480
| -13% | -$14.4K | 0.04% | 282 |
|
|
2023
Q1 | $110K | Buy |
3,638
+94
| +3% | +$2.96K | 0.03% | 280 |
|
|
2022
Q4 | $110K | Buy |
3,544
+1,244
| +54% | +$38.6K | 0.02% | 579 |
|
|
2022
Q3 | $66K | Sell |
2,300
-1,556
| -40% | -$53K | 0.01% | 578 |
|
|
2022
Q2 | $128K | Buy |
3,856
+1,150
| +42% | +$43.8K | 0.04% | 371 |
|
|
2022
Q1 | $103K | Buy |
+2,706
| New | +$107K | 0.03% | 499 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 1112 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 606 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 577 |
|
|
2020
Q1 | – | Sell |
-11,500
| Closed | -$347K | – | 561 |
|
|
2019
Q4 | $347K | Buy |
+11,500
| New | +$334K | 0.06% | 322 |
|
|
2015
Q4 | – | Sell |
-700
| Closed | -$19K | – | 494 |
|
|
2015
Q3 | $19K | Hold |
700
| – | – | 0.02% | 220 |
|
|
2015
Q2 | $22K | Sell |
700
-710
| -50% | -$22.8K | 0.01% | 308 |
|
|
2015
Q1 | $47K | Buy |
1,410
+610
| +76% | +$21.4K | 0.04% | 165 |
|
|
2014
Q4 | $29K | Sell |
800
-11,000
| -93% | -$378K | 0.01% | 370 |
|
|
2014
Q3 | $376K | Buy |
11,800
+10,300
| +687% | +$338K | 0.11% | 139 |
|
|
2014
Q2 | $50K | Buy |
+1,500
| New | +$45.3K | 0.02% | 303 |
|
|
2014
Q1 | – | Sell |
-2,700
| Closed | -$85K | – | 611 |
|
|
2013
Q4 | $85K | Buy |
2,700
+1,700
| +170% | +$50.9K | 0.01% | 241 |
|
|
2013
Q3 | $29K | Buy |
1,000
+200
| +25% | +$5.66K | 0.01% | 208 |
|
|
2013
Q2 | $23K | Buy |
+800
| New | +$24.2K | 0.01% | 236 |
|
Other funds holding WY
VPM
VCM
