AWM
Activest Wealth Management’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.95K | Buy |
52
+7
| +16% | +$801 | ﹤0.01% | 520 |
|
|
2025
Q1 | $3.96K | Buy |
+45
| New | +$3.96K | ﹤0.01% | 542 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 975 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 630 |
|
|
2024
Q2 | – | Sell |
-26
| Closed | -$4.06K | – | 571 |
|
|
2024
Q1 | $4.06K | Hold |
26
| – | – | ﹤0.01% | 273 |
|
|
2023
Q4 | $3.54K | Hold |
26
| – | – | ﹤0.01% | 248 |
|
|
2023
Q3 | $2.75K | Hold |
26
| – | – | ﹤0.01% | 255 |
|
|
2023
Q2 | $4.93K | Hold |
26
| – | – | ﹤0.01% | 231 |
|
|
2023
Q1 | $5.47K | Buy |
+26
| New | +$5.47K | ﹤0.01% | 206 |
|
|
2022
Q3 | – | Sell |
-26
| Closed | -$6K | – | 480 |
|
|
2022
Q2 | $6K | Hold |
26
| – | – | ﹤0.01% | 241 |
|
|
2022
Q1 | $6K | Sell |
26
-148
| -85% | -$34.2K | ﹤0.01% | 241 |
|
|
2021
Q4 | $41K | Hold |
174
| – | – | 0.03% | 114 |
|
|
2021
Q3 | $37K | Hold |
174
| – | – | 0.02% | 124 |
|
|
2021
Q2 | $38K | Hold |
174
| – | – | 0.03% | 109 |
|
|
2021
Q1 | $35K | Buy |
+174
| New | +$35K | 0.03% | 119 |
|