Caldwell Sutter Capital’s Weyerhaeuser WY Stock Holding History

Caldwell Sutter Capital’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
2026 Q1	$3.18K	Hold	130	–	–	﹤0.01%	708
2025 Q4	$3.08K	Hold	130	–	–	﹤0.01%	695
2025 Q3	$3.22K	Buy	130 +50	+63%	+$1.28K	﹤0.01%	686
2025 Q2	$2.06K	Sell	80 -50	-38%	-$1.31K	﹤0.01%	723
2025 Q1	$3.81K	Sell	130 -21	-14%	-$625	﹤0.01%	659
2024 Q4	$4.25K	Buy	151 +26	+21%	+$811	﹤0.01%	657
2024 Q3	$4.23K	Sell	125 -50	-29%	-$1.54K	﹤0.01%	657
2024 Q2	$4.97K	Buy	175 +16	+10%	+$495	﹤0.01%	634
2024 Q1	$5.71K	Buy	159 +10	+7%	+$338	﹤0.01%	618
2023 Q4	$5.18K	Hold	149	–	–	﹤0.01%	623
2023 Q3	$4.57K	Sell	149 -83	-36%	-$2.73K	﹤0.01%	614
2023 Q2	$7.77K	Buy	232 +132	+132%	+$3.97K	﹤0.01%	553
2023 Q1	$3.01K	Buy	+100	New	+$3.15K	﹤0.01%	463

Other funds holding WY

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

First Eagle Investment Management

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

Wellington Management Group

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

Geode Capital Management

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

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates

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