Widmann Financial Services’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $247K | Buy |
9,612
+713
| +8% | +$18.3K | 0.17% | 99 |
|
2025
Q1 | $261K | Buy |
8,899
+4
| +0% | +$117 | 0.2% | 85 |
|
2024
Q4 | $250K | Sell |
8,895
-97
| -1% | -$2.73K | 0.19% | 85 |
|
2024
Q3 | $304K | Sell |
8,992
-677
| -7% | -$22.9K | 0.23% | 77 |
|
2024
Q2 | $274K | Buy |
9,669
+204
| +2% | +$5.79K | 0.22% | 78 |
|
2024
Q1 | $340K | Sell |
9,465
-547
| -5% | -$19.6K | 0.29% | 70 |
|
2023
Q4 | $348K | Sell |
10,012
-249
| -2% | -$8.66K | 0.31% | 61 |
|
2023
Q3 | $315K | Sell |
10,261
-98
| -0.9% | -$3.01K | 0.31% | 64 |
|
2023
Q2 | $347K | Buy |
10,359
+528
| +5% | +$17.7K | 0.33% | 60 |
|
2023
Q1 | $296K | Buy |
9,831
+760
| +8% | +$22.9K | 0.3% | 62 |
|
2022
Q4 | $281K | Buy |
9,071
+1,002
| +12% | +$31.1K | 0.29% | 61 |
|
2022
Q3 | $230K | Buy |
8,069
+251
| +3% | +$7.17K | 0.26% | 72 |
|
2022
Q2 | $258K | Buy |
7,818
+542
| +7% | +$17.9K | 0.27% | 68 |
|
2022
Q1 | $275K | Buy |
7,276
+381
| +6% | +$14.4K | 0.24% | 68 |
|
2021
Q4 | $283K | Buy |
+6,895
| New | +$283K | 0.23% | 69 |
|