Bogart Wealth LLC’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $11.3K | Sell |
471
-49
| -9% | -$1.19K | ﹤0.01% | 970 |
|
|
2026
Q1 | $12.7K | Buy |
520
+73
| +16% | +$1.84K | ﹤0.01% | 856 |
|
|
2025
Q4 | $10.6K | Buy |
447
+36
| +9% | +$833 | ﹤0.01% | 856 |
|
|
2025
Q3 | $10.2K | Buy |
411
+21
| +5% | +$537 | ﹤0.01% | 829 |
|
|
2025
Q2 | $10K | Sell |
390
-33
| -8% | -$864 | ﹤0.01% | 797 |
|
|
2025
Q1 | $12.4K | Buy |
423
+33
| +8% | +$982 | ﹤0.01% | 698 |
|
|
2024
Q4 | $11K | Buy |
390
+1
| +0.3% | +$31 | ﹤0.01% | 717 |
|
|
2024
Q3 | $13.2K | Sell |
389
-150
| -28% | -$4.61K | ﹤0.01% | 628 |
|
|
2024
Q2 | $15.3K | Hold |
539
| – | – | ﹤0.01% | 579 |
|
|
2024
Q1 | $19.3K | Buy |
539
+1
| +0.2% | +$34 | ﹤0.01% | 521 |
|
|
2023
Q4 | $18.7K | Sell |
538
-353
| -40% | -$11K | ﹤0.01% | 519 |
|
|
2023
Q3 | $27.3K | Buy |
891
+49
| +6% | +$1.61K | ﹤0.01% | 428 |
|
|
2023
Q2 | $28.2K | Buy |
842
+150
| +22% | +$4.51K | ﹤0.01% | 405 |
|
|
2023
Q1 | $20.9K | Sell |
692
-106
| -13% | -$3.34K | ﹤0.01% | 453 |
|
|
2022
Q4 | $24.7K | Buy |
798
+444
| +125% | +$13.8K | ﹤0.01% | 399 |
|
|
2022
Q3 | $10K | Hold |
354
| – | – | ﹤0.01% | 551 |
|
|
2022
Q2 | $12K | Buy |
354
+1
| +0.3% | +$38 | ﹤0.01% | 507 |
|
|
2022
Q1 | $13K | Hold |
353
| – | – | ﹤0.01% | 459 |
|
|
2021
Q4 | $15K | Hold |
353
| – | – | ﹤0.01% | 430 |
|
|
2021
Q3 | $13K | Hold |
353
| – | – | ﹤0.01% | 425 |
|
|
2021
Q2 | $12K | Hold |
353
| – | – | ﹤0.01% | 425 |
|
|
2021
Q1 | $13K | Hold |
353
| – | – | ﹤0.01% | 384 |
|
|
2020
Q4 | $11K | Hold |
353
| – | – | ﹤0.01% | 311 |
|
|
2020
Q3 | $10K | Hold |
353
| – | – | ﹤0.01% | 304 |
|
|
2020
Q2 | $8K | Sell |
353
-2,209
| -86% | -$44.7K | ﹤0.01% | 316 |
|
|
2020
Q1 | $43K | Hold |
2,562
| – | – | 0.01% | 171 |
|
|
2019
Q4 | $77K | Buy |
2,562
+353
| +16% | +$10.2K | 0.02% | 153 |
|
|
2019
Q3 | $61K | Sell |
2,209
-196
| -8% | -$5.11K | 0.03% | 151 |
|
|
2019
Q2 | $63K | Sell |
2,405
-383
| -14% | -$9.73K | 0.04% | 134 |
|
|
2019
Q1 | $73K | Sell |
2,788
-544
| -16% | -$13.7K | 0.04% | 120 |
|
|
2018
Q4 | $72K | Hold |
3,332
| – | – | 0.04% | 116 |
|
|
2018
Q3 | $108K | Hold |
3,332
| – | – | 0.06% | 100 |
|
|
2018
Q2 | $121K | Sell |
3,332
-979
| -23% | -$35.8K | 0.07% | 91 |
|
|
2018
Q1 | $154K | Sell |
4,311
-42,594
| -91% | -$1.5M | 0.09% | 75 |
|
|
2017
Q4 | $1.65M | Buy |
46,905
+2,261
| +5% | +$80K | 1.06% | 20 |
|
|
2017
Q3 | $1.52M | Buy |
44,644
+498
| +1% | +$16.4K | 1.13% | 21 |
|
|
2017
Q2 | $1.48M | Buy |
44,146
+13,440
| +44% | +$452K | 0.95% | 26 |
|
|
2017
Q1 | $1.04M | Sell |
30,706
-1,841
| -6% | -$59.9K | 0.69% | 26 |
|
|
2016
Q4 | $979K | Buy |
+32,547
| New | +$1M | 0.66% | 28 |
|
Other funds holding WY
Bogart Wealth LLC's WY Position: Q2 2026 in Review
Bogart Wealth LLC reduced its Weyerhaeuser (WY) stake by 9.4% in Q2 2026, selling an estimated $1.19K and leaving 471 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #970.
Bogart Wealth LLC first reported a position in WY in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.65M in Q4 2017. 896 funds tracked by Wall St. Rank hold WY as of Q2 2026.
- Bogart Wealth LLC held 471 shares of Weyerhaeuser worth $11.3K as of Q2 2026.
- Bogart Wealth LLC sold 49 Weyerhaeuser shares in Q2 2026, an estimated $1.19K.
- Weyerhaeuser made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #970 holding.
- Bogart Wealth LLC first reported a position in Weyerhaeuser in Q4 2016 and has held it in 39 quarters since.
- Bogart Wealth LLC's Weyerhaeuser position peaked at $1.65M in Q4 2017.
- 896 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.
Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.