IHT Wealth Management’s Weyerhaeuser WY Stock Holding History

IHT 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
2024 Q4	–	Sell	-12,039	Closed	-$407K	–	1223
2024 Q3	$407K	Buy	+12,039	New	+$370K	0.01%	787
2024 Q2	–	Sell	-6,783	Closed	-$244K	–	1081
2024 Q1	$244K	Buy	6,783 +217	+3%	+$7.34K	0.01%	878
2023 Q4	$228K	Buy	+6,566	New	+$204K	0.01%	869
2023 Q3	–	Sell	-6,344	Closed	-$213K	–	1029
2023 Q2	$213K	Sell	6,344 -1,297	-17%	-$39K	0.01%	860
2023 Q1	$230K	Buy	7,641 +1,061	+16%	+$33.4K	0.01%	797
2022 Q4	$204K	Buy	+6,580	New	+$204K	0.01%	810
2018 Q2	–	Sell	-1,755	Closed	-$61K	–	1385
2018 Q1	$61K	Sell	1,755 -149	-8%	-$5.26K	0.02%	621
2017 Q4	$68K	Hold	1,904	–	–	0.02%	603
2017 Q3	$65K	Buy	1,904 +1,584	+495%	+$52K	0.03%	453
2017 Q2	$73	Hold	320	–	–	0.04%	415
2017 Q1	$11K	Sell	320 -440	-58%	-$14.3K	0.01%	823
2016 Q4	$23K	Buy	+760	New	+$23.4K	0.02%	595

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

T. Rowe Price Associates

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

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

Wellington Management Group

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

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management

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

First Eagle Investment Management

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return