Concord Wealth Partners’s Weyerhaeuser WY Stock Holding History

Concord Wealth Partners’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 Q3	–	Sell	-173	Closed	-$4.44K	–	889
2025 Q2	$4.44K	Hold	173	–	–	﹤0.01%	646
2025 Q1	$5.07K	Buy	+173	New	+$5.15K	﹤0.01%	581
2024 Q3	–	Sell	-15	Closed	-$426	–	1033
2024 Q2	$426	Buy	+15	New	+$464	﹤0.01%	766
2023 Q1	–	Sell	-50	Closed	-$1.55K	–	1248
2022 Q4	$1.55K	Buy	+50	New	+$1.55K	﹤0.01%	995
2022 Q3	–	Sell	-964	Closed	-$32K	–	1175
2022 Q2	$32K	Hold	964	–	–	0.01%	446
2022 Q1	$37K	Hold	964	–	–	0.01%	486
2021 Q4	$40K	Buy	+964	New	+$36.6K	0.01%	495
2021 Q3	–	Sell	-964	Closed	-$33K	–	1050
2021 Q2	$33K	Sell	964 -151	-14%	-$5.6K	0.01%	411
2021 Q1	$40K	Sell	1,115 -635	-36%	-$21.6K	0.01%	371
2020 Q4	$59K	Buy	+1,750	New	+$52.6K	0.05%	187

Other funds holding WY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Concord Wealth Partners's WY Position: Q3 2025 in Review

Concord Wealth Partners sold out of Weyerhaeuser (WY) in Q3 2025, closing a stake of 173 shares — an estimated $4.44K sold.

Concord Wealth Partners first reported a position in WY in Q4 2020 and held it in 10 quarters. The position peaked at $59K in Q4 2020. 850 funds tracked by Wall St. Rank hold WY as of Q3 2025.

Concord Wealth Partners reported no remaining Weyerhaeuser position as of Q3 2025 after selling out during the quarter.
Concord Wealth Partners sold 173 Weyerhaeuser shares in Q3 2025, an estimated $4.44K.
Concord Wealth Partners first reported a position in Weyerhaeuser in Q4 2020 and held it in 10 quarters.
Concord Wealth Partners's Weyerhaeuser position peaked at $59K in Q4 2020.
850 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2025.

Based on Concord Wealth Partners's 13F filing for Q3 2025, filed 5 Nov 2025.