CWC
WY icon

Carolinas Wealth Consulting’s Weyerhaeuser WY Stock Holding History

Carolinas Wealth 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
Q2 		– Sell
-122
Closed -$3.57K – 973
2025
Q1 		$3.57K Hold
122
– – ﹤0.01% 665
2024
Q4 		$3.44K Sell
122
-114
-48% -$3.56K ﹤0.01% 701
2024
Q3 		$7.99K Buy
236
+10
+4% +$307 ﹤0.01% 596
2024
Q2 		$6.42K Sell
226
-46
-17% -$1.42K ﹤0.01% 614
2024
Q1 		$9.77K Sell
272
-21,429
-99% -$725K ﹤0.01% 559
2023
Q4 		$30.7K Hold
21,701
– – 0.01% 394
2023
Q3 		$29.1K Sell
21,701
-390
-2% -$12.8K 0.01% 382
2023
Q2 		$43.5K Sell
22,091
-587
-3% -$17.7K 0.01% 368
2023
Q1 		$58.9K Sell
22,678
-261
-1% -$8.23K 0.01% 331
2022
Q4 		$68.1K Buy
22,939
+161
+0.7% +$4.99K 0.02% 312
2022
Q3 		$60K Sell
22,778
-11
-0% -$374 0.02% 306
2022
Q2 		$66K Buy
22,789
+21,384
+1,522% +$815K 0.02% 299
2022
Q1 		$53K Buy
1,405
+15
+1% +$595 0.01% 347
2021
Q4 		$57K Sell
1,390
-12
-0.9% -$456 0.01% 351
2021
Q3 		$50K Sell
1,402
-1,253
-47% -$43.9K 0.01% 347
2021
Q2 		$91K Buy
2,655
+472
+22% +$17.5K 0.02% 278
2021
Q1 		$78K Sell
2,183
-110
-5% -$3.75K 0.02% 292
2020
Q4 		$77K Sell
2,293
-214
-9% -$6.44K 0.02% 270
2020
Q3 		$72K Buy
2,507
+1,534
+158% +$42.1K 0.02% 230
2020
Q2 		$22K Buy
+973
New +$19.7K 0.01% 280

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Carolinas Wealth Consulting's WY Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Weyerhaeuser (WY) in Q2 2025, closing a stake of 122 shares — an estimated $3.57K sold.

Carolinas Wealth Consulting first reported a position in WY in Q2 2020 and held it in 20 quarters. The position peaked at $91K in Q2 2021. 897 funds tracked by Wall St. Rank hold WY as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Weyerhaeuser position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 122 Weyerhaeuser shares in Q2 2025, an estimated $3.57K.
  • Carolinas Wealth Consulting first reported a position in Weyerhaeuser in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Weyerhaeuser position peaked at $91K in Q2 2021.
  • 897 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.