Confluence Investment Management’s Weyerhaeuser WY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-1,764,467
Closed -$43.7M 308
2025
Q3
$43.7M Sell
1,764,467
-151,019
-8% -$3.86M 0.62% 52
2025
Q2
$49.2M Sell
1,915,486
-46,950
-2% -$1.23M 0.7% 51
2025
Q1
$57.5M Sell
1,962,436
-41,856
-2% -$1.25M 0.83% 45
2024
Q4
$56.4M Sell
2,004,292
-47,148
-2% -$1.47M 0.78% 50
2024
Q3
$69.5M Sell
2,051,440
-33,139
-2% -$1.02M 0.93% 42
2024
Q2
$59.2M Sell
2,084,579
-185,179
-8% -$5.73M 0.85% 47
2024
Q1
$81.5M Sell
2,269,758
-52,927
-2% -$1.79M 1.1% 38
2023
Q4
$80.8M Sell
2,322,685
-584,275
-20% -$18.2M 1.14% 37
2023
Q3
$89.1M Sell
2,906,960
-25,539
-0.9% -$841K 1.38% 26
2023
Q2
$98.3M Sell
2,932,499
-32,594
-1% -$981K 1.43% 23
2023
Q1
$89.3M Buy
2,965,093
+13,421
+0.5% +$423K 1.32% 29
2022
Q4
$91.5M Buy
2,951,672
+53,745
+2% +$1.67M 1.37% 28
2022
Q3
$82.8M Buy
2,897,927
+35,952
+1% +$1.22M 1.38% 26
2022
Q2
$94.8M Buy
2,861,975
+25,314
+0.9% +$965K 1.48% 24
2022
Q1
$108M Buy
2,836,661
+4,510
+0.2% +$179K 1.5% 25
2021
Q4
$117M Buy
2,832,151
+3,032
+0.1% +$115K 1.55% 22
2021
Q3
$101M Buy
2,829,119
+6,731
+0.2% +$236K 1.41% 25
2021
Q2
$97.1M Sell
2,822,388
-5,523
-0.2% -$205K 1.29% 27
2021
Q1
$101M Sell
2,827,911
-87,238
-3% -$2.97M 1.41% 23
2020
Q4
$97.7M Sell
2,915,149
-123,499
-4% -$3.71M 1.45% 20
2020
Q3
$86.7M Sell
3,038,648
-110,204
-3% -$3.03M 1.41% 21
2020
Q2
$70.7M Sell
3,148,852
-19,046
-0.6% -$385K 1.18% 31
2020
Q1
$53.7M Buy
3,167,898
+194,424
+7% +$5.11M 1.02% 31
2019
Q4
$78.3M Sell
2,973,474
-69,618
-2% -$2.02M 1.25% 32
2019
Q3
$84.3M Buy
3,043,092
+69,618
+2% +$1.82M 1.31% 31
2019
Q2
$78.3M Buy
2,973,474
+40,368
+1% +$1.03M 1.25% 32
2019
Q1
$77.3M Buy
2,933,106
+82,853
+3% +$2.09M 1.31% 32
2018
Q4
$62.3M Buy
2,850,253
+168,061
+6% +$4.48M 1.17% 32
2018
Q3
$86.6M Buy
2,682,192
+366,555
+16% +$12.7M 1.48% 28
2018
Q2
$84.4M Sell
2,315,637
-37,439
-2% -$1.37M 1.48% 29
2018
Q1
$82.4M Buy
2,353,076
+9,816
+0.4% +$346K 1.52% 27
2017
Q4
$82.6M Buy
2,343,260
+2,518
+0.1% +$89.1K 1.51% 27
2017
Q3
$79.7M Buy
2,340,742
+15,230
+0.7% +$500K 1.53% 29
2017
Q2
$77.9M Buy
2,325,512
+45,057
+2% +$1.52M 1.58% 26
2017
Q1
$77.5M Buy
2,280,455
+133,388
+6% +$4.34M 1.73% 21
2016
Q4
$64.6M Buy
2,147,067
+180,706
+9% +$5.57M 1.57% 24
2016
Q3
$62.8M Buy
1,966,361
+150,242
+8% +$4.75M 1.64% 19
2016
Q2
$54.1M Buy
1,816,119
+162,079
+10% +$4.98M 1.49% 23
2016
Q1
$51.2M Buy
1,654,040
+1,643,469
+15,547% +$43.9M 1.53% 21
2015
Q4
$317K Sell
10,571
-266
-2% -$8.03K 0.01% 216
2015
Q3
$296K Buy
10,837
+2,139
+25% +$63.1K 0.01% 213
2015
Q2
$274K Sell
8,698
-442
-5% -$14.2K 0.01% 225
2015
Q1
$303K Sell
9,140
-1,151
-11% -$40.3K 0.01% 224
2014
Q4
$369K Sell
10,291
-573
-5% -$19.7K 0.02% 217
2014
Q3
$346K Sell
10,864
-719
-6% -$23.6K 0.02% 217
2014
Q2
$383K Sell
11,583
-4,732
-29% -$143K 0.02% 231
2014
Q1
$479K Sell
16,315
-1,443
-8% -$43.4K 0.02% 209
2013
Q4
$561K Sell
17,758
-746
-4% -$22.3K 0.03% 200
2013
Q3
$530K Buy
18,504
+104
+0.6% +$2.94K 0.03% 201
2013
Q2
$524K Buy
+18,400
New +$556K 0.04% 196

Other funds holding WY

Confluence Investment Management's WY Position: Q4 2025 in Review

Confluence Investment Management sold out of Weyerhaeuser (WY) in Q4 2025, closing a stake of 1,764,467 shares — an estimated $43.7M sold.

Confluence Investment Management first reported a position in WY in Q2 2013 and held it in 50 quarters. The position peaked at $117M in Q4 2021. 873 funds tracked by Wall St. Rank hold WY as of Q4 2025.

  • Confluence Investment Management reported no remaining Weyerhaeuser position as of Q4 2025 after selling out during the quarter.
  • Confluence Investment Management sold 1,764,467 Weyerhaeuser shares in Q4 2025, an estimated $43.7M.
  • Confluence Investment Management first reported a position in Weyerhaeuser in Q2 2013 and held it in 50 quarters.
  • Confluence Investment Management's Weyerhaeuser position peaked at $117M in Q4 2021.
  • 873 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2025.

Based on Confluence Investment Management's 13F filing for Q4 2025, filed 5 Jan 2026.