CWM
ClientFirst Wealth Management’s Dillards DDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.2M | Sell |
108,282
-4,919
| -4% | -$2.06M | 46.24% | 1 |
|
|
2025
Q1 | $40.5M | Hold |
113,201
| – | – | 45.96% | 1 |
|
|
2024
Q4 | $48.9M | Buy |
+113,201
| New | +$48.9M | 49.44% | 1 |
|
|
2023
Q3 | $48.2M | Sell |
148,431
-8,681
| -6% | -$2.82M | 58.62% | 1 |
|
|
2023
Q2 | $49.8M | Hold |
157,112
| – | – | 59.22% | 1 |
|
|
2023
Q1 | $46.4M | Sell |
157,112
-2,200
| -1% | -$650K | 61.79% | 1 |
|
|
2022
Q4 | $51.5M | Sell |
159,312
-255
| -0.2% | -$82.4K | 65.37% | 1 |
|
|
2022
Q3 | $51.2M | Sell |
159,567
-1,400
| -0.9% | -$449K | 63.49% | 1 |
|
|
2022
Q2 | $35.5M | Sell |
160,967
-107,703
| -40% | -$23.8M | 54% | 1 |
|
|
2022
Q1 | $72.1M | Hold |
268,670
| – | – | 66.4% | 1 |
|
|
2021
Q4 | $74.6M | Buy |
+268,670
| New | +$74.6M | 66.98% | 1 |
|