Waverly Advisors’s Weyerhaeuser WY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$320K Sell
2025
Q2
$341K Buy
2025
Q1
$344K Buy
2024
Q4
$305K Buy
2024
Q3
$355K Buy
2024
Q2
$297K Buy
2024
Q1
$232K Buy
2023
Q4
$204K Buy
2018
Q4
Sell
2018
Q3
$208K Buy
2018
Q2
$214K Hold
2018
Q1
$205K Buy
2017
Q4
$55K Buy
2014
Q1
Sell
2013
Q4
$3K Hold
2013
Q3
$2K Buy