Bernardo Wealth Planning’s Weyerhaeuser WY Stock Holding History

Bernardo Wealth Planning’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 Q4	–	Sell	-9,700	Closed	-$240K	–	132
2025 Q3	$240K	Buy	9,700 +66	+0.7%	+$1.69K	0.05%	109
2025 Q2	$247K	Sell	9,634 -54	-0.6%	-$1.41K	0.05%	104
2025 Q1	$284K	Buy	9,688 +74	+0.8%	+$2.2K	0.07%	94
2024 Q4	$262K	Buy	9,614 +20	+0.2%	+$624	0.06%	94
2024 Q3	$315K	Hold	9,594	–	–	0.08%	87
2024 Q2	$272K	Hold	9,594	–	–	0.07%	83
2024 Q1	$345K	Sell	9,594 -70	-0.7%	-$2.37K	0.1%	74
2023 Q4	$336K	Buy	9,664 +1,902	+25%	+$59.2K	0.11%	68
2023 Q3	$238K	Buy	7,762 +70	+0.9%	+$2.3K	0.09%	72
2023 Q2	$258K	Hold	7,692	–	–	0.1%	70
2023 Q1	$232K	Hold	7,692	–	–	0.1%	76
2022 Q4	$238K	Hold	7,692	–	–	0.11%	75
2022 Q3	$230K	Hold	7,692	–	–	0.13%	74
2022 Q2	$254K	Hold	7,692	–	–	0.15%	69
2022 Q1	$291K	Hold	7,692	–	–	0.14%	68
2021 Q4	$316K	Hold	7,692	–	–	0.15%	63
2021 Q3	$273K	Hold	7,692	–	–	0.16%	63
2021 Q2	$264K	Hold	7,692	–	–	0.16%	65
2021 Q1	$273K	Hold	7,692	–	–	0.17%	61
2020 Q4	$257K	Hold	7,692	–	–	0.1%	148
2020 Q3	$219K	Buy	+7,692	New	+$211K	0.1%	144
2020 Q1	–	Sell	-7,725	Closed	-$233K	–	167
2019 Q4	$233K	Hold	7,725	–	–	0.14%	145
2019 Q3	$213K	Buy	+7,725	New	+$202K	0.15%	142

Other funds holding WY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bernardo Wealth Planning's WY Position: Q4 2025 in Review

Bernardo Wealth Planning sold out of Weyerhaeuser (WY) in Q4 2025, closing a stake of 9,700 shares — an estimated $240K sold.

Bernardo Wealth Planning first reported a position in WY in Q3 2019 and held it in 23 quarters. The position peaked at $345K in Q1 2024. 875 funds tracked by Wall St. Rank hold WY as of Q4 2025.

Bernardo Wealth Planning reported no remaining Weyerhaeuser position as of Q4 2025 after selling out during the quarter.
Bernardo Wealth Planning sold 9,700 Weyerhaeuser shares in Q4 2025, an estimated $240K.
Bernardo Wealth Planning first reported a position in Weyerhaeuser in Q3 2019 and held it in 23 quarters.
Bernardo Wealth Planning's Weyerhaeuser position peaked at $345K in Q1 2024.
875 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2025.

Based on Bernardo Wealth Planning's 13F filing for Q4 2025, filed 26 Jan 2026.