HHM Wealth Advisors’s Weyerhaeuser WY Stock Holding History

HHM Wealth Advisors’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 Q4	–	Sell	-151	Closed	-$3.74K	–	896
2025 Q3	$3.74K	Buy	151 +18	+14%	+$460	﹤0.01%	753
2025 Q2	$3.42K	Hold	133	–	–	﹤0.01%	717
2025 Q1	$3.9K	Hold	133	–	–	﹤0.01%	692
2024 Q4	$3.74K	Hold	133	–	–	﹤0.01%	701
2024 Q3	$4.5K	Hold	133	–	–	﹤0.01%	667
2024 Q2	$3.78K	Sell	133 -496	-79%	-$15.3K	﹤0.01%	661
2024 Q1	$22.6K	Sell	629 -261	-29%	-$8.83K	﹤0.01%	395
2023 Q4	$30.9K	Hold	890	–	–	0.01%	355
2023 Q3	$27.3K	Buy	890 +101	+13%	+$3.32K	0.01%	355
2023 Q2	$26.4K	Sell	789 -18	-2%	-$542	0.01%	382
2023 Q1	$24.3K	Buy	807 +297	+58%	+$9.36K	0.01%	390
2022 Q4	$15.8K	Buy	510 +8	+2%	+$248	﹤0.01%	391
2022 Q3	$14K	Sell	502 -415	-45%	-$14.1K	﹤0.01%	395
2022 Q2	$30K	Hold	917	–	–	0.01%	357
2022 Q1	$35K	Buy	917 +284	+45%	+$11.3K	0.01%	358
2021 Q4	$26K	Buy	633 +133	+27%	+$5.05K	0.01%	393
2021 Q3	$18K	Hold	500	–	–	﹤0.01%	423
2021 Q2	$17K	Hold	500	–	–	﹤0.01%	423
2021 Q1	$18K	Sell	500 -500	-50%	-$17K	0.01%	392
2020 Q4	$34K	Hold	1,000	–	–	0.01%	303
2020 Q3	$29K	Hold	1,000	–	–	0.01%	282
2020 Q2	$22K	Sell	1,000 -250	-20%	-$5.06K	0.01%	298
2020 Q1	$21K	Buy	+1,250	New	+$32.9K	0.01%	295

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

HHM Wealth Advisors's WY Position: Q4 2025 in Review

HHM Wealth Advisors sold out of Weyerhaeuser (WY) in Q4 2025, closing a stake of 151 shares — an estimated $3.74K sold.

HHM Wealth Advisors first reported a position in WY in Q1 2020 and held it in 23 quarters. The position peaked at $35K in Q1 2022. 873 funds tracked by Wall St. Rank hold WY as of Q4 2025.

HHM Wealth Advisors reported no remaining Weyerhaeuser position as of Q4 2025 after selling out during the quarter.
HHM Wealth Advisors sold 151 Weyerhaeuser shares in Q4 2025, an estimated $3.74K.
HHM Wealth Advisors first reported a position in Weyerhaeuser in Q1 2020 and held it in 23 quarters.
HHM Wealth Advisors's Weyerhaeuser position peaked at $35K in Q1 2022.
873 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2025.

Based on HHM Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.