Global Financial Private Client’s Weyerhaeuser WY Stock Holding History

Global Financial Private Client’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 Q2	–	Sell	-184	Closed	-$5.39K	–	1622
2025 Q1	$5.39K	Hold	184	–	–	﹤0.01%	665
2024 Q4	$5.18K	Sell	184 -34	-16%	-$1.06K	﹤0.01%	634
2024 Q3	$7.38K	Buy	218 +34	+18%	+$1.04K	﹤0.01%	599
2024 Q2	$5.22K	Hold	184	–	–	﹤0.01%	504
2024 Q1	$6.54K	Hold	184	–	–	﹤0.01%	495
2023 Q4	$6.4K	Hold	184	–	–	﹤0.01%	495
2023 Q3	$5.52K	Hold	184	–	–	﹤0.01%	494
2023 Q2	$6.17K	Hold	184	–	–	﹤0.01%	485
2023 Q1	$5.52K	Hold	184	–	–	﹤0.01%	498
2022 Q4	$5.7K	Hold	184	–	–	﹤0.01%	478
2022 Q3	$5.4K	Hold	184	–	–	﹤0.01%	462
2022 Q2	$6.25K	Hold	184	–	–	﹤0.01%	444
2022 Q1	$7K	Hold	184	–	–	﹤0.01%	442
2021 Q4	$7.58K	Hold	184	–	–	﹤0.01%	418
2021 Q3	$6.58K	Hold	184	–	–	﹤0.01%	379
2021 Q2	$6.32K	Hold	184	–	–	﹤0.01%	393
2021 Q1	$6.78K	Hold	184	–	–	﹤0.01%	337
2020 Q4	$6.17K	Hold	184	–	–	﹤0.01%	339
2020 Q3	$5.3K	Hold	184	–	–	﹤0.01%	339
2020 Q2	$4.08K	Hold	184	–	–	﹤0.01%	400
2020 Q1	$2.97K	Hold	184	–	–	﹤0.01%	422
2019 Q4	$5.56K	Buy	+184	New	+$5.34K	﹤0.01%	414

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Global Financial Private Client's WY Position: Q2 2025 in Review

Global Financial Private Client sold out of Weyerhaeuser (WY) in Q2 2025, closing a stake of 184 shares — an estimated $5.39K sold.

Global Financial Private Client first reported a position in WY in Q4 2019 and held it in 22 quarters. The position peaked at $7.58K in Q4 2021. 897 funds tracked by Wall St. Rank hold WY as of Q2 2025.

Global Financial Private Client reported no remaining Weyerhaeuser position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 184 Weyerhaeuser shares in Q2 2025, an estimated $5.39K.
Global Financial Private Client first reported a position in Weyerhaeuser in Q4 2019 and held it in 22 quarters.
Global Financial Private Client's Weyerhaeuser position peaked at $7.58K in Q4 2021.
897 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.