Summit Trail Advisors’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.76M | Buy |
+107,556
| New | +$2.76M | 0.05% | 201 |
|
|
2024
Q4 | – | Sell |
-44,082
| Closed | -$1.49M | – | 792 |
|
|
2024
Q3 | $1.49M | Buy |
44,082
+808
| +2% | +$27.4K | 0.04% | 201 |
|
|
2024
Q2 | $1.23M | Buy |
43,274
+829
| +2% | +$23.5K | 0.03% | 204 |
|
|
2024
Q1 | $1.52M | Buy |
42,445
+10,216
| +32% | +$367K | 0.04% | 162 |
|
|
2023
Q4 | $1.12M | Buy |
+32,229
| New | +$1.12M | 0.04% | 159 |
|
|
2018
Q1 | – | Sell |
-2,770
| Closed | -$104K | – | 1682 |
|
|
2017
Q4 | $104K | Buy |
+2,770
| New | +$104K | 0.01% | 612 |
|