Wealthspire Advisors (New York)’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $398K | Sell |
15,488
-1,179
| -7% | -$30.3K | ﹤0.01% | 600 |
|
|
2025
Q1 | $488K | Buy |
16,667
+3,505
| +27% | +$103K | ﹤0.01% | 518 |
|
|
2024
Q4 | $371K | Buy |
13,162
+1,024
| +8% | +$28.8K | ﹤0.01% | 594 |
|
|
2024
Q3 | $411K | Buy |
12,138
+294
| +2% | +$9.96K | ﹤0.01% | 544 |
|
|
2024
Q2 | $336K | Buy |
11,844
+1
| +0% | +$28 | ﹤0.01% | 515 |
|
|
2024
Q1 | $425K | Sell |
11,843
-605
| -5% | -$21.7K | 0.01% | 452 |
|
|
2023
Q4 | $433K | Buy |
12,448
+131
| +1% | +$4.56K | 0.01% | 439 |
|
|
2023
Q3 | $378K | Sell |
12,317
-200
| -2% | -$6.13K | 0.01% | 441 |
|
|
2023
Q2 | $419K | Sell |
12,517
-32
| -0.3% | -$1.07K | 0.01% | 398 |
|
|
2023
Q1 | $378K | Sell |
12,549
-1,509
| -11% | -$45.5K | 0.01% | 399 |
|
|
2022
Q4 | $436K | Buy |
14,058
+1,115
| +9% | +$34.6K | 0.01% | 390 |
|
|
2022
Q3 | $370K | Buy |
12,943
+548
| +4% | +$15.7K | 0.01% | 385 |
|
|
2022
Q2 | $411K | Buy |
+12,395
| New | +$411K | 0.01% | 347 |
|
|
2021
Q2 | – | Sell |
-7,001
| Closed | -$249K | – | 676 |
|
|
2021
Q1 | $249K | Buy |
7,001
+809
| +13% | +$28.8K | 0.01% | 612 |
|
|
2020
Q4 | $208K | Buy |
+6,192
| New | +$208K | 0.01% | 546 |
|
|
2020
Q2 | – | Sell |
-15,267
| Closed | -$259K | – | 536 |
|
|
2020
Q1 | $259K | Buy |
+15,267
| New | +$259K | 0.01% | 421 |
|
|
2019
Q1 | – | Sell |
-442
| Closed | -$10K | – | 810 |
|
|
2018
Q4 | $10K | Buy |
+442
| New | +$10K | ﹤0.01% | 515 |
|