CAPTRUST Financial Advisors’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.65M | Buy |
149,246
+7,180
| +5% | +$181K | 0.01% | 906 |
|
|
2025
Q4 | $3.37M | Sell |
142,066
-17,677
| -11% | -$409K | 0.01% | 830 |
|
|
2025
Q3 | $3.96M | Sell |
159,743
-10,891
| -6% | -$278K | 0.01% | 722 |
|
|
2025
Q2 | $4.38M | Sell |
170,634
-2,550
| -1% | -$66.7K | 0.01% | 657 |
|
|
2025
Q1 | $5.07M | Sell |
173,184
-7,578
| -4% | -$225K | 0.01% | 592 |
|
|
2024
Q4 | $5.09M | Sell |
180,762
-467
| -0.3% | -$14.6K | 0.01% | 537 |
|
|
2024
Q3 | $6.14M | Sell |
181,229
-5,379
| -3% | -$165K | 0.02% | 481 |
|
|
2024
Q2 | $5.3M | Sell |
186,608
-1,911
| -1% | -$59.1K | 0.02% | 498 |
|
|
2024
Q1 | $6.77M | Sell |
188,519
-24,335
| -11% | -$824K | 0.02% | 424 |
|
|
2023
Q4 | $7.4M | Sell |
212,854
-6,242
| -3% | -$194K | 0.03% | 438 |
|
|
2023
Q3 | $6.72M | Buy |
219,096
+154
| +0.1% | +$5.07K | 0.03% | 421 |
|
|
2023
Q2 | $7.34M | Sell |
218,942
-4,503
| -2% | -$136K | 0.03% | 386 |
|
|
2023
Q1 | $6.73M | Buy |
223,445
+1,753
| +0.8% | +$55.3K | 0.03% | 384 |
|
|
2022
Q4 | $6.87M | Buy |
221,692
+4,190
| +2% | +$130K | 0.03% | 367 |
|
|
2022
Q3 | $6.21M | Buy |
+217,502
| New | +$7.4M | 0.04% | 357 |
|
|
2020
Q1 | – | Sell |
-142,527
| Closed | -$4.19M | – | 1431 |
|
|
2019
Q4 | $4.19M | Buy |
142,527
+73,571
| +107% | +$2.13M | 0.07% | 254 |
|
|
2019
Q3 | $1.91M | Sell |
68,956
-63
| -0.1% | -$1.64K | 0.07% | 235 |
|
|
2019
Q2 | $1.82M | Buy |
69,019
+2,900
| +4% | +$73.7K | 0.07% | 230 |
|
|
2019
Q1 | $1.74M | Buy |
66,119
+877
| +1% | +$22.1K | 0.07% | 209 |
|
|
2018
Q4 | $1.43M | Buy |
+65,242
| New | +$1.74M | 0.08% | 181 |
|
Other funds holding WY
VPM
VCM
