AIMZ Investment Advisors’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $678K | Sell |
6,845
-25
| -0.4% | -$2.48K | 0.23% | 80 |
|
|
2025
Q1 | $516K | Hold |
6,870
| – | – | 0.18% | 85 |
|
|
2024
Q4 | $515K | Hold |
6,870
| – | – | 0.18% | 87 |
|
|
2024
Q3 | $483K | Hold |
6,870
| – | – | 0.16% | 85 |
|
|
2024
Q2 | $734K | Sell |
6,870
-50
| -0.7% | -$5.34K | 0.26% | 72 |
|
|
2024
Q1 | $921K | Sell |
6,920
-1,173
| -14% | -$156K | 0.34% | 67 |
|
|
2023
Q4 | $1.15M | Hold |
8,093
| – | – | 0.47% | 62 |
|
|
2023
Q3 | $862K | Hold |
8,093
| – | – | 0.38% | 63 |
|
|
2023
Q2 | $1.16M | Hold |
8,093
| – | – | 0.5% | 61 |
|
|
2023
Q1 | $1.16M | Hold |
8,093
| – | – | 0.52% | 60 |
|
|
2022
Q4 | $1.15M | Hold |
8,093
| – | – | 0.54% | 58 |
|
|
2022
Q3 | $1.1M | Sell |
8,093
-100
| -1% | -$13.6K | 0.56% | 56 |
|
|
2022
Q2 | $1.28M | Sell |
8,193
-125
| -2% | -$19.5K | 0.61% | 53 |
|
|
2022
Q1 | $1.33M | Hold |
8,318
| – | – | 0.55% | 60 |
|
|
2021
Q4 | $1.17M | Hold |
8,318
| – | – | 0.46% | 68 |
|
|
2021
Q3 | $796K | Hold |
8,318
| – | – | 0.36% | 70 |
|
|
2021
Q2 | $828K | Sell |
8,318
-25
| -0.3% | -$2.49K | 0.37% | 68 |
|
|
2021
Q1 | $955K | Sell |
8,343
-165
| -2% | -$18.9K | 0.47% | 62 |
|
|
2020
Q4 | $919K | Hold |
8,508
| – | – | 0.48% | 57 |
|
|
2020
Q3 | $777K | Hold |
8,508
| – | – | 0.47% | 55 |
|
|
2020
Q2 | $789K | Hold |
8,508
| – | – | 0.51% | 53 |
|
|
2020
Q1 | $625K | Hold |
8,508
| – | – | 0.49% | 56 |
|
|
2019
Q4 | $800K | Sell |
8,508
-1,150
| -12% | -$108K | 0.52% | 56 |
|
|
2019
Q3 | $1.1M | Sell |
9,658
-500
| -5% | -$57.1K | 0.76% | 48 |
|
|
2019
Q2 | $1.09M | Sell |
10,158
-200
| -2% | -$21.5K | 0.75% | 53 |
|
|
2019
Q1 | $1.09M | Sell |
10,358
-800
| -7% | -$84K | 0.75% | 51 |
|
|
2018
Q4 | $1.01M | Hold |
11,158
| – | – | 0.78% | 49 |
|
|
2018
Q3 | $910K | Buy |
11,158
+85
| +0.8% | +$6.93K | 0.59% | 54 |
|
|
2018
Q2 | $941K | Sell |
11,073
-600
| -5% | -$51K | 0.67% | 53 |
|
|
2018
Q1 | $1.11M | Hold |
11,673
| – | – | 0.8% | 51 |
|
|
2017
Q4 | $1.25M | Sell |
11,673
-100
| -0.8% | -$10.7K | 0.94% | 45 |
|
|
2017
Q3 | $1.02M | Hold |
11,773
| – | – | 0.84% | 48 |
|
|
2017
Q2 | $823K | Hold |
11,773
| – | – | 0.69% | 53 |
|
|
2017
Q1 | $924K | Hold |
11,773
| – | – | 0.78% | 47 |
|
|
2016
Q4 | $909K | Sell |
11,773
-400
| -3% | -$30.9K | 0.81% | 46 |
|
|
2016
Q3 | $961K | Sell |
12,173
-150
| -1% | -$11.8K | 0.86% | 42 |
|
|
2016
Q2 | $1.16M | Sell |
12,323
-12,150
| -50% | -$1.14M | 1.07% | 40 |
|
|
2016
Q1 | $2M | Buy |
24,473
+12,150
| +99% | +$994K | 0.88% | 45 |
|
|
2015
Q4 | $952K | Hold |
12,323
| – | – | 0.87% | 44 |
|
|
2015
Q3 | $821K | Buy |
12,323
+173
| +1% | +$11.5K | 0.75% | 50 |
|
|
2015
Q2 | $960K | Hold |
12,150
| – | – | 0.83% | 48 |
|
|
2015
Q1 | $986K | Hold |
12,150
| – | – | 0.84% | 44 |
|
|
2014
Q4 | $855K | Buy |
+12,150
| New | +$855K | 0.76% | 47 |
|