Dogwood Wealth Management LLC Sells in Q3 2025

Dogwood Wealth Management LLC

  • $220 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NYT
New York Times CO

Communication Services
-260
- 70.84%
$51.43 - $61.95 $13.4K - $16.1K
107 $6.14M
CMCSA
Comcast Corp

Communication Services
-383
- 71.19%
$31.41 - $36.33 $12K - $13.9K
155 $4.87M
ELS
Equity Lifestyle Properties Inc

Real Estate
-218
- 83.85%
$58.43 - $62.12 $12.7K - $13.5K
42 $2.55M
VST
Vistra Corp.

Utilities
-69
- 70.41%
$182.0 - $217.92 $12.6K - $15K
29 $5.68M
IBM
International Business Machines Corp

Technology
-44
- 70.97%
$234.77 - $292.47 $10.3K - $12.9K
18 $5.08M
SMR
Nuscale Power Corp

Industrials
-352
- 74.58%
$32.65 - $51.67 $11.5K - $18.2K
120 $4.32M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-26
- 96.3%
$366.54 - $479.53 $9.53K - $12.5K
1 $392K
CBSH
Commerce Bancshares Inc

Financial Services
-182
- 81.98%
$58.61 - $66.11 $10.7K - $12K
40 $2.39M
JKHY
Henry Jack & Associates Inc

Technology
-61
- 79.22%
$148.45 - $182.09 $9.06K - $11.1K
16 $2.38M
ADBE
Adobe Inc.

Technology
-29
- 72.5%
$333.65 - $392.1 $9.68K - $11.4K
11 $3.88M
FDS
Factset Research Systems Inc

Financial Services
-21
- 80.77%
$283.86 - $450.3 $5.96K - $9.46K
5 $1.43M
AMGN
Amgen Inc

Healthcare
-33
- 62.26%
$271.18 - $309.22 $8.95K - $10.2K
20 $5.64M
RHI
Robert Half International Inc.

Industrials
-211
- 69.64%
$33.49 - $43.03 $7.07K - $9.08K
92 $3.13M
AMT
American Tower Corp

Real Estate
-39
- 60.0%
$192.32 - $232.35 $7.5K - $9.06K
26 $5M
PANW
Palo Alto Networks Inc

Technology
-45
- 70.31%
$167.06 - $208.19 $7.52K - $9.37K
19 $3.87M
CRM
Salesforce, Inc.

Technology
-29
- 50.88%
$231.66 - $273.65 $6.72K - $7.94K
28 $6.64M
ACN
Accenture PLC

Technology
-26
- 68.42%
$232.56 - $304.78 $6.05K - $7.92K
12 $2.96M
TTD
Trade Desk, Inc.

Technology
-63
- 29.03%
$43.93 - $89.76 $2.77K - $5.65K
154 $7.55M
KO
Coca Cola CO

Consumer Defensive
-71
- 6.56%
$65.67 - $71.67 $4.66K - $5.09K
1.01K $67.6M
MORN
Morningstar, Inc.

Financial Services
-25
- 69.44%
$231.72 - $311.89 $5.79K - $7.8K
11 $2.55M
ATKR
Atkore Inc.

Industrials
-64
- 18.5%
$53.85 - $79.64 $3.45K - $5.1K
282 $17.7M
ABNB
Airbnb, Inc.

Consumer Cyclical
-53
- 45.69%
$118.3 - $142.16 $6.27K - $7.53K
63 $7.65M
WDFC
Wd 40 CO

Basic Materials
-32
- 80.0%
$195.27 - $233.16 $6.25K - $7.46K
8 $1.58M
SBUX
Starbucks Corp

Consumer Cyclical
-70
- 60.87%
$81.9 - $96.86 $5.73K - $6.78K
45 $3.81M
SAP
Sap Se

Technology
-14
- 17.28%
$252.42 - $311.93 $3.53K - $4.37K
67 $17.9M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-126
- 96.92%
$38.58 - $58.24 $4.86K - $7.34K
4 $157K
CPT
Camden Property Trust

Real Estate
-60
- 62.5%
$104.05 - $115.69 $6.24K - $6.94K
36 $3.84M
MCHP
Microchip Technology Inc

Technology
-60
- 20.62%
$60.95 - $75.26 $3.66K - $4.52K
231 $14.8M
MSA
Msa Safety Inc

Industrials
-39
- 68.42%
$168.32 - $180.03 $6.56K - $7.02K
18 $3.1M
AIG
American International Group, Inc.

Financial Services
-80
- 96.39%
$76.34 - $85.87 $6.11K - $6.87K
3 $236K
DLR
Digital Realty Trust, Inc.

Real Estate
-39
- 67.24%
$161.21 - $180.02 $6.29K - $7.02K
19 $3.29M
COP
Conocophillips

Energy
-63
- 41.72%
$91.0 - $98.99 $5.73K - $6.24K
88 $8.32M
CTAS
Cintas Corp

Industrials
-28
- 84.85%
$199.29 - $226.27 $5.58K - $6.34K
5 $1.03M
CCI
Crown Castle International Corp

Real Estate
-56
- 61.54%
$92.96 - $113.91 $5.21K - $6.38K
35 $3.38M
HRB
H&R Block Inc

Consumer Cyclical
-108
Closed
$49.28 - $56.76 $5.32K - $6.13K
0 $27K
CTSH
Cognizant Technology Solutions Corp

Technology
-69
- 73.4%
$66.67 - $80.98 $4.6K - $5.59K
25 $1.68M
EGP
Eastgroup Properties Inc

Real Estate
-34
- 42.5%
$159.46 - $169.88 $5.42K - $5.78K
46 $7.79M
FIS
Fidelity National Information Services, Inc.

Technology
-65
- 73.86%
$63.37 - $82.35 $4.12K - $5.35K
23 $1.52M
SNPS
Synopsys Inc

Technology
-9
- 50.0%
$387.78 - $645.35 $3.49K - $5.81K
9 $4.44M
TXN
Texas Instruments Inc

Technology
-14
- 16.67%
N/A
70 $12.9M
CARR
Carrier Global Corp

Industrials
-63
- 63.0%
$58.75 - $80.73 $3.7K - $5.09K
37 $2.21M
NNN
National Retail Properties, Inc.

Real Estate
-117
- 74.52%
$40.68 - $44.1 $4.76K - $5.16K
40 $1.7M
CHTR
Charter Communications, Inc.

Communication Services
-10
- 62.5%
$256.57 - $418.22 $2.57K - $4.18K
6 $1.65M
AVB
Avalonbay Communities Inc

Real Estate
-24
- 70.59%
$182.72 - $204.51 $4.39K - $4.91K
10 $1.93M
ADI
Analog Devices Inc

Technology
-20
- 37.04%
$220.68 - $255.63 $4.41K - $5.11K
34 $8.28M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-28
- 96.55%
$138.59 - $171.12 $3.88K - $4.79K
1 $141K
EXR
Extra Space Storage Inc.

Real Estate
-30
- 55.56%
$134.36 - $152.88 $4.03K - $4.59K
24 $3.38M
CB
Chubb LTD

Financial Services
-17
- 47.22%
$265.99 - $289.59 $4.52K - $4.92K
19 $5.38M
OKE
Oneok Inc

Energy
-55
- 80.88%
$71.36 - $83.47 $3.92K - $4.59K
13 $949K
Activity Summary
Buys All Purchases 396 New Holdings 127 Increased Positions 269 Sells All Sells 196 Reductions 194 Sold out 2 Options Calls 0 Puts 0
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