Wambolt & Associates’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $926K | Sell |
35,295
-235
| -0.7% | -$6.17K | 0.31% | 86 |
|
|
2025
Q1 | $1.04M | Buy |
35,530
+1,463
| +4% | +$42.6K | 0.35% | 83 |
|
|
2024
Q4 | $959K | Sell |
34,067
-6,007
| -15% | -$169K | 0.31% | 88 |
|
|
2024
Q3 | $1.35M | Buy |
40,074
+6,829
| +21% | +$230K | 0.37% | 82 |
|
|
2024
Q2 | $916K | Buy |
33,245
+3,958
| +14% | +$109K | 0.27% | 92 |
|
|
2024
Q1 | $1.04M | Buy |
29,287
+12,549
| +75% | +$446K | 0.31% | 91 |
|
|
2023
Q4 | $582K | Buy |
16,738
+5,385
| +47% | +$187K | 0.19% | 150 |
|
|
2023
Q3 | $340K | Buy |
11,353
+2,367
| +26% | +$71K | 0.12% | 193 |
|
|
2023
Q2 | $301K | Buy |
8,986
+1,467
| +20% | +$49.2K | 0.11% | 201 |
|
|
2023
Q1 | $226K | Buy |
7,519
+675
| +10% | +$20.3K | 0.08% | 243 |
|
|
2022
Q4 | $212K | Buy |
+6,844
| New | +$212K | 0.08% | 228 |
|
|
2022
Q1 | – | Sell |
-5,171
| Closed | -$213K | – | 245 |
|
|
2021
Q4 | $213K | Buy |
+5,171
| New | +$213K | 0.08% | 231 |
|