Walled Lake Planning & Wealth Management’s Flowers Foods FLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.65M | Buy |
165,547
+2,846
| +2% | +$45.5K | 0.86% | 32 |
|
|
2025
Q1 | $3.09M | Buy |
162,701
+1,109
| +0.7% | +$21.1K | 1.1% | 30 |
|
|
2024
Q4 | $3.34M | Buy |
161,592
+3,637
| +2% | +$75.1K | 1.24% | 24 |
|
|
2024
Q3 | $3.64M | Buy |
157,955
+1,355
| +0.9% | +$31.3K | 1.37% | 25 |
|
|
2024
Q2 | $3.48M | Sell |
156,600
-4,883
| -3% | -$108K | 1.42% | 25 |
|
|
2024
Q1 | $3.84M | Buy |
161,483
+105,629
| +189% | +$2.51M | 1.57% | 22 |
|
|
2023
Q4 | $1.26M | Sell |
55,854
-122,451
| -69% | -$2.76M | 0.58% | 34 |
|
|
2023
Q3 | $3.95M | Buy |
178,305
+3,658
| +2% | +$81.1K | 1.98% | 21 |
|
|
2023
Q2 | $4.35M | Buy |
+174,647
| New | +$4.35M | 2.11% | 20 |
|