Valeo 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 | – | Sell |
-9,312
| Closed | -$273K | – | 780 |
|
|
2025
Q1 | $273K | Buy |
+9,312
| New | +$273K | 0.01% | 553 |
|
|
2021
Q2 | – | Sell |
-2,157
| Closed | -$77K | – | 1745 |
|
|
2021
Q1 | $77K | Hold |
2,157
| – | – | ﹤0.01% | 678 |
|
|
2020
Q4 | $72K | Sell |
2,157
-707
| -25% | -$23.6K | ﹤0.01% | 645 |
|
|
2020
Q3 | $82K | Buy |
2,864
+172
| +6% | +$4.93K | 0.01% | 510 |
|
|
2020
Q2 | $60K | Sell |
2,692
-451
| -14% | -$10.1K | 0.01% | 628 |
|
|
2020
Q1 | $66K | Sell |
3,143
-3,502
| -53% | -$73.5K | 0.01% | 509 |
|
|
2019
Q4 | $201K | Hold |
6,645
| – | – | 0.02% | 324 |
|
|
2019
Q3 | $184K | Sell |
6,645
-415
| -6% | -$11.5K | 0.02% | 315 |
|
|
2019
Q2 | $186K | Sell |
7,060
-40
| -0.6% | -$1.05K | 0.02% | 301 |
|
|
2019
Q1 | $187K | Sell |
7,100
-240
| -3% | -$6.32K | 0.02% | 289 |
|
|
2018
Q4 | $160K | Sell |
7,340
-4,807
| -40% | -$105K | 0.02% | 287 |
|
|
2018
Q3 | $323K | Sell |
12,147
-405
| -3% | -$10.8K | 0.04% | 214 |
|
|
2018
Q2 | $426K | Sell |
12,552
-45,715
| -78% | -$1.55M | 0.06% | 188 |
|
|
2018
Q1 | $2.04M | Buy |
58,267
+892
| +2% | +$31.2K | 0.33% | 59 |
|
|
2017
Q4 | $2.02M | Buy |
57,375
+10,688
| +23% | +$377K | 0.33% | 63 |
|
|
2017
Q3 | $1.59M | Buy |
+46,687
| New | +$1.59M | 0.36% | 60 |
|