SVB Wealth’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,398
| Closed | -$238K | – | 632 |
|
|
2024
Q2 | $238K | Sell |
8,398
-3,110
| -27% | -$96.2K | 0.01% | 627 |
|
|
2024
Q1 | $413K | Buy |
11,508
+159
| +1% | +$5.38K | 0.01% | 530 |
|
|
2023
Q4 | $395K | Buy |
11,349
+351
| +3% | +$10.9K | 0.01% | 548 |
|
|
2023
Q3 | $337K | Buy |
10,998
+551
| +5% | +$18.1K | 0.01% | 580 |
|
|
2023
Q2 | $350K | Sell |
10,447
-1,336
| -11% | -$40.2K | 0.01% | 605 |
|
|
2023
Q1 | $355K | Sell |
11,783
-8,136
| -41% | -$256K | 0.01% | 662 |
|
|
2022
Q4 | $617K | Buy |
19,919
+8,008
| +67% | +$248K | 0.01% | 511 |
|
|
2022
Q3 | $340K | Buy |
11,911
+1,176
| +11% | +$40K | 0.01% | 650 |
|
|
2022
Q2 | $356K | Buy |
10,735
+626
| +6% | +$23.9K | 0.01% | 517 |
|
|
2022
Q1 | $383K | Buy |
10,109
+1,173
| +13% | +$46.5K | 0.01% | 513 |
|
|
2021
Q4 | $368K | Sell |
8,936
-4,860
| -35% | -$185K | 0.01% | 519 |
|
|
2021
Q3 | $491K | Buy |
13,796
+3,660
| +36% | +$128K | 0.01% | 603 |
|
|
2021
Q2 | $349K | Buy |
+10,136
| New | +$376K | ﹤0.01% | 690 |
|
|
2018
Q4 | – | Sell |
-6,202
| Closed | -$200K | – | 436 |
|
|
2018
Q3 | $200K | Hold |
6,202
| – | – | 0.01% | 419 |
|
|
2018
Q2 | $226K | Buy |
+6,202
| New | +$227K | 0.01% | 405 |
|
|
2018
Q1 | – | Sell |
-6,086
| Closed | -$215K | – | 473 |
|
|
2017
Q4 | $215K | Buy |
6,086
+25
| +0.4% | +$885 | 0.01% | 448 |
|
|
2017
Q3 | $206K | Buy |
+6,061
| New | +$199K | 0.01% | 437 |
|
|
2017
Q2 | – | Sell |
-5,937
| Closed | -$202K | – | 498 |
|
|
2017
Q1 | $202K | Sell |
5,937
-3,628
| -38% | -$118K | 0.01% | 459 |
|
|
2016
Q4 | $288K | Sell |
9,565
-525
| -5% | -$16.2K | 0.01% | 417 |
|
|
2016
Q3 | $322K | Sell |
10,090
-2,402
| -19% | -$75.9K | 0.01% | 422 |
|
|
2016
Q2 | $372K | Sell |
12,492
-1,265
| -9% | -$38.9K | 0.02% | 393 |
|
|
2016
Q1 | $426K | Buy |
+13,757
| New | +$367K | 0.02% | 379 |
|
Other funds holding WY
