Shepherd Financial Partners’s Weyerhaeuser WY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-9,950
| Closed | -$247K | – | 256 |
|
|
2025
Q3 | $247K | Hold |
9,950
| – | – | 0.02% | 220 |
|
|
2025
Q2 | $256K | Sell |
9,950
-44
| -0.4% | -$1.15K | 0.03% | 215 |
|
|
2025
Q1 | $293K | Hold |
9,994
| – | – | 0.03% | 191 |
|
|
2024
Q4 | $281K | Buy |
9,994
+18
| +0.2% | +$562 | 0.03% | 186 |
|
|
2024
Q3 | $338K | Hold |
9,976
| – | – | 0.04% | 168 |
|
|
2024
Q2 | $283K | Hold |
9,976
| – | – | 0.04% | 182 |
|
|
2024
Q1 | $358K | Buy |
9,976
+26
| +0.3% | +$880 | 0.05% | 170 |
|
|
2023
Q4 | $346K | Sell |
9,950
-18
| -0.2% | -$560 | 0.05% | 169 |
|
|
2023
Q3 | $306K | Sell |
9,968
-532
| -5% | -$17.5K | 0.05% | 161 |
|
|
2023
Q2 | $352K | Sell |
10,500
-34
| -0.3% | -$1.02K | 0.05% | 150 |
|
|
2023
Q1 | $317K | Hold |
10,534
| – | – | 0.05% | 153 |
|
|
2022
Q4 | $327K | Hold |
10,534
| – | – | 0.06% | 143 |
|
|
2022
Q3 | $301K | Sell |
10,534
-500
| -5% | -$17K | 0.06% | 136 |
|
|
2022
Q2 | $365K | Buy |
11,034
+500
| +5% | +$19.1K | 0.07% | 128 |
|
|
2022
Q1 | $398K | Buy |
10,534
+37
| +0.4% | +$1.47K | 0.07% | 123 |
|
|
2021
Q4 | $432K | Buy |
10,497
+531
| +5% | +$20.2K | 0.08% | 121 |
|
|
2021
Q3 | $354K | Hold |
9,966
| – | – | 0.07% | 121 |
|
|
2021
Q2 | $343K | Hold |
9,966
| – | – | 0.07% | 125 |
|
|
2021
Q1 | $355K | Hold |
9,966
| – | – | 0.08% | 120 |
|
|
2020
Q4 | $334K | Hold |
9,966
| – | – | 0.08% | 118 |
|
|
2020
Q3 | $284K | Hold |
9,966
| – | – | 0.07% | 118 |
|
|
2020
Q2 | $224K | Buy |
+9,966
| New | +$202K | 0.06% | 115 |
|
|
2020
Q1 | – | Sell |
-10,695
| Closed | -$322K | – | 137 |
|
|
2019
Q4 | $322K | Buy |
10,695
+13
| +0.1% | +$377 | 0.07% | 108 |
|
|
2019
Q3 | $296K | Buy |
10,682
+1,958
| +22% | +$51.1K | 0.07% | 106 |
|
|
2019
Q2 | $230K | Buy |
8,724
+9
| +0.1% | +$229 | 0.04% | 122 |
|
|
2019
Q1 | $230K | Buy |
+8,715
| New | +$220K | 0.04% | 121 |
|
|
2018
Q4 | – | Sell |
-8,688
| Closed | -$318K | – | 143 |
|
|
2018
Q3 | $318K | Hold |
8,688
| – | – | 0.07% | 99 |
|
|
2018
Q2 | $314K | Buy |
8,688
+6
| +0.1% | +$219 | 0.07% | 99 |
|
|
2018
Q1 | $304K | Buy |
8,682
+6
| +0.1% | +$212 | 0.07% | 96 |
|
|
2017
Q4 | $306K | Buy |
8,676
+6
| +0.1% | +$212 | 0.07% | 97 |
|
|
2017
Q3 | $295K | Buy |
8,670
+6
| +0.1% | +$197 | 0.07% | 97 |
|
|
2017
Q2 | $280K | Buy |
8,664
+6
| +0.1% | +$202 | 0.07% | 96 |
|
|
2017
Q1 | $294K | Buy |
8,658
+7
| +0.1% | +$228 | 0.08% | 96 |
|
|
2016
Q4 | $263K | Buy |
+8,651
| New | +$267K | 0.07% | 95 |
|
Other funds holding WY
Shepherd Financial Partners's WY Position: Q4 2025 in Review
Shepherd Financial Partners sold out of Weyerhaeuser (WY) in Q4 2025, closing a stake of 9,950 shares — an estimated $247K sold.
Shepherd Financial Partners first reported a position in WY in Q4 2016 and held it in 34 quarters. The position peaked at $432K in Q4 2021. 875 funds tracked by Wall St. Rank hold WY as of Q4 2025.
- Shepherd Financial Partners reported no remaining Weyerhaeuser position as of Q4 2025 after selling out during the quarter.
- Shepherd Financial Partners sold 9,950 Weyerhaeuser shares in Q4 2025, an estimated $247K.
- Shepherd Financial Partners first reported a position in Weyerhaeuser in Q4 2016 and held it in 34 quarters.
- Shepherd Financial Partners's Weyerhaeuser position peaked at $432K in Q4 2021.
- 875 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2025.
Based on Shepherd Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.