Dogwood Wealth Management LLC GE VERNOVA INC Transaction History

Dogwood Wealth Management LLC

  • $190 Billion
  • Q1 2025
Number of Shares
11
Previous 15 26.67%
Holding current value
$3.36 Million
Previous $4.93 Million 31.9%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
SELL
N/A
-4 Reduced 26.67%
11 $3.36 Million
Q4 2024

Mar 04, 2025
BUY
N/A
6 Added 66.67%
15 $4.93 Million
Q3 2024

Feb 28, 2025
BUY
N/A
9 New
9 $2.3 Million
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