Evanson Asset 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
Q1 | – | Sell |
-8,245
| Closed | -$232K | – | 322 |
|
|
2024
Q4 | $232K | Sell |
8,245
-2,159
| -21% | -$67.4K | 0.02% | 280 |
|
|
2024
Q3 | $352K | Buy |
10,404
+46
| +0.4% | +$1.41K | 0.02% | 221 |
|
|
2024
Q2 | $294K | Sell |
10,358
-20,307
| -66% | -$628K | 0.02% | 237 |
|
|
2024
Q1 | $1.1M | Buy |
30,665
+71
| +0.2% | +$2.4K | 0.08% | 108 |
|
|
2023
Q4 | $1.06M | Buy |
30,594
+41
| +0.1% | +$1.28K | 0.09% | 103 |
|
|
2023
Q3 | $937K | Buy |
30,553
+841
| +3% | +$27.7K | 0.09% | 98 |
|
|
2023
Q2 | $996K | Sell |
29,712
-453
| -2% | -$13.6K | 0.09% | 100 |
|
|
2023
Q1 | $909K | Sell |
30,165
-6,537
| -18% | -$206K | 0.09% | 99 |
|
|
2022
Q4 | $1.14M | Buy |
36,702
+717
| +2% | +$22.2K | 0.12% | 86 |
|
|
2022
Q3 | $1.03M | Buy |
35,985
+180
| +0.5% | +$6.13K | 0.12% | 89 |
|
|
2022
Q2 | $1.19M | Hold |
35,805
| – | – | 0.13% | 81 |
|
|
2022
Q1 | $1.36M | Hold |
35,805
| – | – | 0.13% | 78 |
|
|
2021
Q4 | $1.47M | Hold |
35,805
| – | – | 0.13% | 79 |
|
|
2021
Q3 | $1.22M | Hold |
35,805
| – | – | 0.13% | 86 |
|
|
2021
Q2 | $1.23M | Hold |
35,805
| – | – | 0.13% | 80 |
|
|
2021
Q1 | $1.27M | Sell |
35,805
-3,802
| -10% | -$129K | 0.19% | 74 |
|
|
2020
Q4 | $1.33M | Hold |
39,607
| – | – | 0.21% | 69 |
|
|
2020
Q3 | $1.13M | Hold |
39,607
| – | – | 0.2% | 64 |
|
|
2020
Q2 | $890K | Hold |
39,607
| – | – | 0.18% | 76 |
|
|
2020
Q1 | $671K | Hold |
39,607
| – | – | 0.16% | 83 |
|
|
2019
Q4 | $1.2M | Hold |
39,607
| – | – | 0.24% | 64 |
|
|
2019
Q3 | $1.1M | Hold |
39,607
| – | – | 0.23% | 65 |
|
|
2019
Q2 | $1.04M | Hold |
39,607
| – | – | 0.21% | 65 |
|
|
2019
Q1 | $1.04M | Buy |
39,607
+2,247
| +6% | +$56.6K | 0.22% | 67 |
|
|
2018
Q4 | $817K | Hold |
37,360
| – | – | 0.19% | 74 |
|
|
2018
Q3 | $1.21M | Hold |
37,360
| – | – | 0.25% | 62 |
|
|
2018
Q2 | $1.36M | Buy |
37,360
+365
| +1% | +$13.3K | 0.27% | 61 |
|
|
2018
Q1 | $1.29M | Buy |
36,995
+717
| +2% | +$25.3K | 0.27% | 64 |
|
|
2017
Q4 | $1.28M | Sell |
36,278
-2,324
| -6% | -$82.2K | 0.26% | 65 |
|
|
2017
Q3 | $1.31M | Buy |
38,602
+519
| +1% | +$17K | 0.28% | 59 |
|
|
2017
Q2 | $1.28M | Buy |
38,083
+20
| +0.1% | +$673 | 0.29% | 60 |
|
|
2017
Q1 | $1.29M | Buy |
38,063
+761
| +2% | +$24.8K | 0.32% | 58 |
|
|
2016
Q4 | $1.12M | Buy |
37,302
+22
| +0.1% | +$678 | 0.31% | 62 |
|
|
2016
Q3 | $1.19M | Sell |
37,280
-601
| -2% | -$19K | 0.34% | 54 |
|
|
2016
Q2 | $1.13M | Buy |
37,881
+32
| +0.1% | +$984 | 0.34% | 55 |
|
|
2016
Q1 | $1.17M | Buy |
+37,849
| New | +$1.01M | 0.4% | 52 |
|
Other funds holding WY
Evanson Asset Management's WY Position: Q1 2025 in Review
Evanson Asset Management sold out of Weyerhaeuser (WY) in Q1 2025, closing a stake of 8,245 shares — an estimated $232K sold.
Evanson Asset Management first reported a position in WY in Q1 2016 and held it in 36 quarters. The position peaked at $1.47M in Q4 2021. 959 funds tracked by Wall St. Rank hold WY as of Q1 2025.
- Evanson Asset Management reported no remaining Weyerhaeuser position as of Q1 2025 after selling out during the quarter.
- Evanson Asset Management sold 8,245 Weyerhaeuser shares in Q1 2025, an estimated $232K.
- Evanson Asset Management first reported a position in Weyerhaeuser in Q1 2016 and held it in 36 quarters.
- Evanson Asset Management's Weyerhaeuser position peaked at $1.47M in Q4 2021.
- 959 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2025.
Based on Evanson Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.