Independent Advisor Alliance’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-9,029
| Closed | -$214K | – | 1674 |
|
|
2025
Q4 | $214K | Buy |
+9,029
| New | +$209K | 0.01% | 916 |
|
|
2025
Q3 | – | Sell |
-7,955
| Closed | -$204K | – | 990 |
|
|
2025
Q2 | $204K | Sell |
7,955
-1,331
| -14% | -$34.8K | 0.01% | 838 |
|
|
2025
Q1 | $272K | Buy |
9,286
+577
| +7% | +$17.2K | 0.01% | 681 |
|
|
2024
Q4 | $245K | Buy |
8,709
+938
| +12% | +$29.3K | ﹤0.01% | 1211 |
|
|
2024
Q3 | $263K | Sell |
7,771
-593
| -7% | -$18.2K | 0.01% | 604 |
|
|
2024
Q2 | $237K | Buy |
8,364
+334
| +4% | +$10.3K | 0.01% | 632 |
|
|
2024
Q1 | $288K | Buy |
8,030
+575
| +8% | +$19.5K | 0.01% | 580 |
|
|
2023
Q4 | $259K | Hold |
7,455
| – | – | 0.01% | 583 |
|
|
2023
Q3 | $229K | Hold |
7,455
| – | – | 0.01% | 586 |
|
|
2023
Q2 | $250K | Hold |
7,455
| – | – | 0.01% | 573 |
|
|
2023
Q1 | $225K | Buy |
+7,455
| New | +$235K | 0.01% | 585 |
|
|
2022
Q4 | – | Sell |
-10,044
| Closed | -$287K | – | 634 |
|
|
2022
Q3 | $287K | Sell |
10,044
-970
| -9% | -$33K | 0.02% | 492 |
|
|
2022
Q2 | $365K | Buy |
11,014
+1,536
| +16% | +$58.6K | 0.02% | 447 |
|
|
2022
Q1 | $359K | Buy |
9,478
+834
| +10% | +$33.1K | 0.02% | 475 |
|
|
2021
Q4 | $356K | Buy |
8,644
+641
| +8% | +$24.3K | 0.02% | 481 |
|
|
2021
Q3 | $285K | Sell |
8,003
-575
| -7% | -$20.1K | 0.02% | 502 |
|
|
2021
Q2 | $295K | Buy |
8,578
+1,092
| +15% | +$40.5K | 0.02% | 510 |
|
|
2021
Q1 | $266K | Sell |
7,486
-100
| -1% | -$3.4K | 0.02% | 505 |
|
|
2020
Q4 | $254K | Sell |
7,586
-840
| -10% | -$25.3K | 0.02% | 467 |
|
|
2020
Q3 | $240K | Sell |
8,426
-976
| -10% | -$26.8K | 0.02% | 424 |
|
|
2020
Q2 | $211K | Sell |
9,402
-5,274
| -36% | -$107K | 0.02% | 429 |
|
|
2020
Q1 | $249K | Buy |
14,676
+694
| +5% | +$18.3K | 0.04% | 317 |
|
|
2019
Q4 | $422K | Sell |
13,982
-1,294
| -8% | -$37.5K | 0.02% | 572 |
|
|
2019
Q3 | $423K | Sell |
15,276
-4,093
| -21% | -$107K | 0.05% | 272 |
|
|
2019
Q2 | $510K | Buy |
19,369
+1,475
| +8% | +$37.5K | 0.07% | 221 |
|
|
2019
Q1 | $471K | Buy |
17,894
+2,287
| +15% | +$57.6K | 0.07% | 235 |
|
|
2018
Q4 | $341K | Buy |
+15,607
| New | +$416K | 0.06% | 264 |
|
|
2018
Q3 | – | Sell |
-8,410
| Closed | -$217K | – | 413 |
|
|
2018
Q2 | $217K | Buy |
+8,410
| New | +$307K | 0.05% | 306 |
|
Other funds holding WY
VPM
VCM
Independent Advisor Alliance's WY Position: Q1 2026 in Review
Independent Advisor Alliance sold out of Weyerhaeuser (WY) in Q1 2026, closing a stake of 9,029 shares — an estimated $214K sold.
Independent Advisor Alliance first reported a position in WY in Q2 2018 and held it in 28 quarters. The position peaked at $510K in Q2 2019. 895 funds tracked by Wall St. Rank hold WY as of Q1 2026.
- Independent Advisor Alliance reported no remaining Weyerhaeuser position as of Q1 2026 after selling out during the quarter.
- Independent Advisor Alliance sold 9,029 Weyerhaeuser shares in Q1 2026, an estimated $214K.
- Independent Advisor Alliance first reported a position in Weyerhaeuser in Q2 2018 and held it in 28 quarters.
- Independent Advisor Alliance's Weyerhaeuser position peaked at $510K in Q2 2019.
- 895 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2026.
Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.