Bedel Financial Consulting’s Weyerhaeuser WY Stock Holding History

Bedel Financial Consulting’s Portfolio WY Stock Details WY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-7,901	Closed	-$240K	–	273
2024 Q4	$240K	Hold	7,901	–	–	0.03%	234
2024 Q3	$268K	Sell	7,901 -135	-2%	-$4.15K	0.04%	215
2024 Q2	$228K	Buy	8,036 +135	+2%	+$4.18K	0.03%	227
2024 Q1	$284K	Hold	7,901	–	–	0.04%	203
2023 Q4	$275K	Sell	7,901 -436	-5%	-$13.6K	0.05%	198
2023 Q3	$256K	Hold	8,337	–	–	0.05%	193
2023 Q2	$279K	Hold	8,337	–	–	0.06%	189
2023 Q1	$251K	Hold	8,337	–	–	0.06%	186
2022 Q4	$258K	Hold	8,337	–	–	0.06%	180
2022 Q3	$258K	Hold	8,337	–	–	0.07%	173
2022 Q2	$276K	Sell	8,337 -874	-9%	-$33.3K	0.08%	154
2022 Q1	$349K	Hold	9,211	–	–	0.11%	128
2021 Q4	$379K	Hold	9,211	–	–	0.12%	123
2021 Q3	$328K	Sell	9,211 -218	-2%	-$7.64K	0.11%	133
2021 Q2	$325K	Hold	9,429	–	–	0.11%	131
2021 Q1	$336K	Buy	9,429 +960	+11%	+$32.7K	0.13%	120
2020 Q4	$284K	Sell	8,469 -12	-0.1%	-$361	0.13%	115
2020 Q3	$242K	Hold	8,481	–	–	0.12%	122
2020 Q2	$190K	Hold	8,481	–	–	0.1%	137
2020 Q1	$144K	Sell	8,481 -3,421	-29%	-$90K	0.1%	151
2019 Q4	$359K	Hold	11,902	–	–	0.2%	88
2019 Q3	$330K	Hold	11,902	–	–	0.2%	97
2019 Q2	$313K	Hold	11,902	–	–	0.19%	98
2019 Q1	$313K	Hold	11,902	–	–	0.2%	90
2018 Q4	$260K	Hold	11,902	–	–	0.19%	97
2018 Q3	$341K	Hold	11,902	–	–	0.23%	86
2018 Q2	$434K	Hold	11,902	–	–	0.32%	68
2018 Q1	$417K	Hold	11,902	–	–	0.32%	67
2017 Q4	$420K	Buy	+11,902	New	+$421K	0.38%	65

Other funds holding WY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bedel Financial Consulting's WY Position: Q1 2025 in Review

Bedel Financial Consulting sold out of Weyerhaeuser (WY) in Q1 2025, closing a stake of 7,901 shares — an estimated $240K sold.

Bedel Financial Consulting first reported a position in WY in Q4 2017 and held it in 29 quarters. The position peaked at $434K in Q2 2018. 959 funds tracked by Wall St. Rank hold WY as of Q1 2025.

Bedel Financial Consulting reported no remaining Weyerhaeuser position as of Q1 2025 after selling out during the quarter.
Bedel Financial Consulting sold 7,901 Weyerhaeuser shares in Q1 2025, an estimated $240K.
Bedel Financial Consulting first reported a position in Weyerhaeuser in Q4 2017 and held it in 29 quarters.
Bedel Financial Consulting's Weyerhaeuser position peaked at $434K in Q2 2018.
959 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2025.

Based on Bedel Financial Consulting's 13F filing for Q1 2025, filed 7 May 2025.