Dogwood Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $763K | Sell |
7,858
-458
| -6% | -$44.5K | 0.37% | 56 |
|
|
2025
Q1 | $732K | Buy |
8,316
+465
| +6% | +$40.9K | 0.39% | 54 |
|
|
2024
Q4 | $709K | Buy |
7,851
+1,177
| +18% | +$106K | 0.38% | 47 |
|
|
2024
Q3 | $539K | Buy |
6,674
+163
| +3% | +$13.2K | 0.31% | 55 |
|
|
2024
Q2 | $441K | Buy |
6,511
+987
| +18% | +$66.8K | 0.27% | 52 |
|
|
2024
Q1 | $332K | Buy |
5,524
+874
| +19% | +$52.6K | 0.22% | 63 |
|
|
2023
Q4 | $245K | Buy |
+4,650
| New | +$245K | 0.19% | 71 |
|