A detailed history of Dogwood Wealth Management LLC transactions in Walmart Inc. stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 7,851 shares of WMT stock, worth $689,239. This represents 0.38% of its overall portfolio holdings.

Number of Shares
7,851
Previous 6,511 20.58%
Holding current value
$689,239
Previous $441 Million 60.91%
% of portfolio
0.38%
Previous 0.27%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Mar 04, 2025

BUY
$79.1 - $95.7 $105,993 - $128,238
1,340 Added 20.58%
7,851 $709 Million
Q3 2024

Feb 28, 2025

BUY
$66.91 - $81.4 $76,946 - $93,610
1,150 Added 20.82%
6,674 $539 Million
Q2 2024

Mar 04, 2025

SELL
$58.85 - $68.9 $9,592 - $11,230
-163 Reduced 2.44%
6,511 $441 Million
Q1 2024

Feb 28, 2025

BUY
$58.61 - $175.86 $232,916 - $698,867
3,974 Added 256.39%
5,524 $332 Million
Q4 2023

Feb 28, 2025

BUY
$150.86 - $169.78 $233,833 - $263,159
1,550 New
1,550 $245 Million

Others Institutions Holding WMT

About Walmart Inc.


  • Ticker WMT
  • Exchange NYSE
  • Sector Consumer Defensive
  • Industry Discount Stores
  • Shares Outstandng 2,714,240,000
  • Market Cap $238B
  • Description
  • Walmart Inc. engages in the operation of retail, wholesale, and other units worldwide. The company operates through three segments: Walmart U.S., Walmart International, and Sam's Club. It operates supercenters, supermarkets, hypermarkets, warehouse clubs, cash and carry stores, and discount stores; membership-only warehouse clubs; ecommerce webs...
More about WMT
Track This Portfolio

Track Dogwood Wealth Management LLC Portfolio

Follow Dogwood Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dogwood Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dogwood Wealth Management LLC with notifications on news.