DWM
WY icon

Dogwood Wealth Management’s Weyerhaeuser WY Stock Holding History

Dogwood Wealth Management’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
2026
Q2 		$5.29K Buy
221
+56
+34% +$1.36K ﹤0.01% 503
2026
Q1 		$4.03K Buy
165
+75
+83% +$1.89K ﹤0.01% 517
2025
Q4 		$2.13K Buy
+90
New +$2.08K ﹤0.01% 552
2025
Q3 		– Sell
-239
Closed -$6.25K – 815
2025
Q2 		$6.25K Buy
239
+187
+360% +$4.89K ﹤0.01% 379
2025
Q1 		$1.52K Buy
+52
New +$1.55K ﹤0.01% 395
2024
Q3 		– Hold
0
– – – 425
2024
Q2 		– Hold
0
– – – 550
2024
Q1 		– Hold
0
– – – 445
2023
Q4 		– Hold
0
– – – 434

Other funds holding WY

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return
CC
Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
BA
Baugh & Associates Atlanta, Georgia $226M AUM 41.8% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return