Number of Shares
283,844.00
Current Holdings Value*
$10.35 Mil
% of Portfolio
9.67%
Total Estimate Gain
$-1.69 Mil
% of Total Estimate Gain
-18.51%

Mosaic Financial Partners, Inc.'s Weyerhaeuser Co Holding Summary

As of 2018-06-30, Mosaic Financial Partners, Inc. held 283,844.00 shares of Weyerhaeuser Co(WY), totaling $10.35 Mil. This investment constitutes 9.67% of their stock portfolio, and Mosaic Financial Partners, Inc. now holds 0.04% of the outstanding Weyerhaeuser Co(WY) stock.

The initial trade took place in 2014Q1. And since then Mosaic Financial Partners, Inc. has made 6 purchases of WY, at an average price of $31.60, for a total of 289,058.00 shares. In addition, there have been 3 sales at an average price of $34.94 for 5,214.00 shares. Based on historical transaction data and WY's current price of $25.58, Mosaic Financial Partners, Inc.'s estimated gain on his WY holdings is $-1.69 Mil, reflecting a -18.51% gain to date.

Mosaic Financial Partners, Inc. WY ($25.58) Holding Chart

Mosaic Financial Partners, Inc. WY ($25.58) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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