United Capital Financial 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 | $397K | Sell |
15,462
-2,738
| -15% | -$70.3K | ﹤0.01% | 833 |
|
|
2025
Q1 | $533K | Sell |
18,200
-40
| -0.2% | -$1.17K | ﹤0.01% | 723 |
|
|
2024
Q4 | $513K | Sell |
18,240
-2,499
| -12% | -$70.3K | ﹤0.01% | 722 |
|
|
2024
Q3 | $702K | Sell |
20,739
-1,634
| -7% | -$55.3K | 0.01% | 635 |
|
|
2024
Q2 | $635K | Sell |
22,373
-4,337
| -16% | -$123K | 0.01% | 639 |
|
|
2024
Q1 | $959K | Sell |
26,710
-3,191
| -11% | -$115K | 0.01% | 566 |
|
|
2023
Q4 | $1.04M | Buy |
29,901
+14,792
| +98% | +$514K | 0.01% | 551 |
|
|
2023
Q3 | $463K | Sell |
15,109
-5,476
| -27% | -$168K | ﹤0.01% | 650 |
|
|
2023
Q2 | $690K | Sell |
20,585
-30,363
| -60% | -$1.02M | ﹤0.01% | 628 |
|
|
2023
Q1 | $1.54M | Sell |
50,948
-7,674
| -13% | -$231K | 0.01% | 492 |
|
|
2022
Q4 | $1.82M | Buy |
58,622
+1,146
| +2% | +$35.5K | 0.01% | 500 |
|
|
2022
Q3 | $1.64M | Buy |
57,476
+12,934
| +29% | +$370K | 0.01% | 508 |
|
|
2022
Q2 | $1.48M | Sell |
44,542
-3,379
| -7% | -$112K | 0.01% | 553 |
|
|
2022
Q1 | $1.82M | Buy |
47,921
+9,870
| +26% | +$374K | 0.01% | 539 |
|
|
2021
Q4 | $1.57M | Buy |
38,051
+994
| +3% | +$40.9K | 0.01% | 588 |
|
|
2021
Q3 | $1.32M | Buy |
37,057
+16
| +0% | +$569 | 0.01% | 605 |
|
|
2021
Q2 | $1.28M | Buy |
37,041
+325
| +0.9% | +$11.2K | 0.01% | 635 |
|
|
2021
Q1 | $1.31M | Sell |
36,716
-6,004
| -14% | -$214K | 0.01% | 599 |
|
|
2020
Q4 | $1.43M | Buy |
42,720
+597
| +1% | +$20K | 0.01% | 581 |
|
|
2020
Q3 | $1.2M | Sell |
42,123
-14,618
| -26% | -$417K | 0.01% | 609 |
|
|
2020
Q2 | $1.27M | Sell |
56,741
-9,634
| -15% | -$216K | 0.01% | 598 |
|
|
2020
Q1 | $1.13M | Sell |
66,375
-24,064
| -27% | -$408K | 0.01% | 604 |
|
|
2019
Q4 | $2.73M | Buy |
90,439
+21,076
| +30% | +$636K | 0.02% | 538 |
|
|
2019
Q3 | $1.92M | Sell |
69,363
-45,914
| -40% | -$1.27M | 0.01% | 592 |
|
|
2019
Q2 | $3.04M | Buy |
115,277
+8,843
| +8% | +$233K | 0.02% | 512 |
|
|
2019
Q1 | $2.8M | Buy |
106,434
+5,121
| +5% | +$135K | 0.02% | 518 |
|
|
2018
Q4 | $2.22M | Sell |
101,313
-37,752
| -27% | -$825K | 0.02% | 539 |
|
|
2018
Q3 | $4.49M | Sell |
139,065
-7,241
| -5% | -$234K | 0.03% | 450 |
|
|
2018
Q2 | $5.33M | Sell |
146,306
-6,890
| -4% | -$251K | 0.04% | 408 |
|
|
2018
Q1 | $5.36M | Buy |
153,196
+1,412
| +0.9% | +$49.4K | 0.04% | 402 |
|
|
2017
Q4 | $5.35M | Buy |
151,784
+19,077
| +14% | +$673K | 0.04% | 398 |
|
|
2017
Q3 | $4.52M | Buy |
132,707
+349
| +0.3% | +$11.9K | 0.04% | 410 |
|
|
2017
Q2 | $4.43M | Sell |
132,358
-7,341
| -5% | -$246K | 0.04% | 403 |
|
|
2017
Q1 | $4.75M | Sell |
139,699
-1,109
| -0.8% | -$37.7K | 0.04% | 370 |
|
|
2016
Q4 | $4.24M | Buy |
140,808
+1,392
| +1% | +$41.9K | 0.04% | 397 |
|
|
2016
Q3 | $4.45M | Buy |
139,416
+97,523
| +233% | +$3.11M | 0.04% | 403 |
|
|
2016
Q2 | $1.26M | Buy |
41,893
+4,723
| +13% | +$142K | 0.01% | 669 |
|
|
2016
Q1 | $1.15M | Sell |
37,170
-5,138
| -12% | -$159K | 0.01% | 667 |
|
|
2015
Q4 | $1.27M | Buy |
42,308
+2,669
| +7% | +$80K | 0.01% | 640 |
|
|
2015
Q3 | $1.08M | Sell |
39,639
-2,348
| -6% | -$64.2K | 0.01% | 669 |
|
|
2015
Q2 | $1.32M | Buy |
41,987
+895
| +2% | +$28.2K | 0.02% | 675 |
|
|
2015
Q1 | $1.3M | Sell |
41,092
-11
| -0% | -$347 | 0.02% | 670 |
|
|
2014
Q4 | $1.48M | Sell |
41,103
-1,421
| -3% | -$51K | 0.02% | 545 |
|
|
2014
Q3 | $1.36M | Sell |
42,524
-295
| -0.7% | -$9.4K | 0.02% | 534 |
|
|
2014
Q2 | $1.42M | Buy |
42,819
+2,362
| +6% | +$78.2K | 0.03% | 480 |
|
|
2014
Q1 | $1.19M | Buy |
40,457
+17,167
| +74% | +$504K | 0.03% | 445 |
|
|
2013
Q4 | $735K | Buy |
+23,290
| New | +$735K | 0.03% | 377 |
|
|
2013
Q3 | – | Sell |
-94,927
| Closed | -$2.7M | – | 753 |
|
|
2013
Q2 | $2.7M | Buy |
+94,927
| New | +$2.7M | 0.07% | 271 |
|