Waverly 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 | $341K | Buy |
13,282
+1,530
| +13% | +$39.3K | ﹤0.01% | 920 |
|
|
2025
Q1 | $344K | Buy |
11,752
+922
| +9% | +$27K | ﹤0.01% | 884 |
|
|
2024
Q4 | $305K | Buy |
10,830
+343
| +3% | +$9.66K | ﹤0.01% | 815 |
|
|
2024
Q3 | $355K | Buy |
10,487
+42
| +0.4% | +$1.42K | 0.01% | 643 |
|
|
2024
Q2 | $297K | Buy |
10,445
+3,987
| +62% | +$113K | 0.01% | 665 |
|
|
2024
Q1 | $232K | Buy |
6,458
+577
| +10% | +$20.7K | 0.01% | 623 |
|
|
2023
Q4 | $204K | Buy |
+5,881
| New | +$204K | 0.01% | 427 |
|
|
2018
Q4 | – | Sell |
-6,436
| Closed | -$208K | – | 198 |
|
|
2018
Q3 | $208K | Buy |
6,436
+572
| +10% | +$18.5K | 0.03% | 176 |
|
|
2018
Q2 | $214K | Hold |
5,864
| – | – | 0.03% | 173 |
|
|
2018
Q1 | $205K | Buy |
5,864
+4,312
| +278% | +$151K | 0.03% | 168 |
|
|
2017
Q4 | $55K | Buy |
+1,552
| New | +$55K | 0.01% | 248 |
|
|
2014
Q1 | – | Sell |
-85
| Closed | -$3K | – | 839 |
|
|
2013
Q4 | $3K | Hold |
85
| – | – | ﹤0.01% | 756 |
|
|
2013
Q3 | $2K | Buy |
+85
| New | +$2K | ﹤0.01% | 552 |
|