Clifford Swan Investment Counsel’s Weyerhaeuser WY Stock Holding History

Clifford Swan Investment Counsel’s Portfolio WY Stock Details WY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.16M	Hold	123,120	–	–	0.11%	128
2025 Q1	$3.6M	Hold	123,120	–	–	0.13%	124
2024 Q4	$3.47M	Hold	123,120	–	–	0.12%	126
2024 Q3	$4.17M	Hold	123,120	–	–	0.15%	116
2024 Q2	$3.5M	Hold	123,120	–	–	0.13%	120
2024 Q1	$4.42M	Sell	123,120 -466	-0.4%	-$16.7K	0.16%	114
2023 Q4	$4.3M	Sell	123,586 -17	-0%	-$591	0.17%	115
2023 Q3	$3.79M	Hold	123,603	–	–	0.16%	114
2023 Q2	$4.14M	Hold	123,603	–	–	0.17%	116
2023 Q1	$3.72M	Sell	123,603 -4	-0%	-$121	0.16%	118
2022 Q4	$3.83M	Buy	123,607 +21	+0%	+$651	0.17%	116
2022 Q3	$3.53M	Sell	123,586 -727	-0.6%	-$20.8K	0.17%	113
2022 Q2	$4.12M	Hold	124,313	–	–	0.18%	113
2022 Q1	$4.71M	Sell	124,313 -27	-0%	-$1.02K	0.17%	114
2021 Q4	$5.12M	Buy	124,340 +493	+0.4%	+$20.3K	0.18%	114
2021 Q3	$4.58M	Hold	123,847	–	–	0.17%	115
2021 Q2	$4.22M	Hold	123,847	–	–	0.16%	113
2021 Q1	$4.41M	Hold	123,847	–	–	0.18%	109
2020 Q4	$4.15M	Hold	123,847	–	–	0.18%	112
2020 Q3	$3.53M	Hold	123,847	–	–	0.17%	113
2020 Q2	$2.78M	Hold	123,847	–	–	0.14%	118
2020 Q1	$2.1M	Hold	123,847	–	–	0.13%	118
2019 Q4	$3.74M	Hold	123,847	–	–	0.18%	109
2019 Q3	$3.43M	Hold	123,847	–	–	0.18%	109
2019 Q2	$3.26M	Hold	123,847	–	–	0.17%	109
2019 Q1	$3.26M	Hold	123,847	–	–	0.18%	109
2018 Q4	$2.71M	Hold	123,847	–	–	0.16%	110
2018 Q3	$4M	Hold	123,847	–	–	0.21%	103
2018 Q2	$4.52M	Sell	123,847 -9,872	-7%	-$360K	0.25%	98
2018 Q1	$4.68M	Sell	133,719 -187	-0.1%	-$6.55K	0.26%	98
2017 Q4	$4.72M	Buy	133,906 +81,520	+156%	+$2.87M	0.26%	101
2017 Q3	$1.78M	Hold	52,386	–	–	0.11%	124
2017 Q2	$1.76M	Sell	52,386 -233	-0.4%	-$7.81K	0.11%	127
2017 Q1	$1.79M	Hold	52,619	–	–	0.11%	123
2016 Q4	$1.58M	Hold	52,619	–	–	0.11%	127
2016 Q3	$1.68M	Buy	52,619 +9,552	+22%	+$305K	0.11%	124
2016 Q2	$1.28M	Hold	43,067	–	–	0.09%	131
2016 Q1	$1.33M	Buy	+43,067	New	+$1.33M	0.09%	133