Alan B. Lancz & Associates’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 | $258K | Sell |
2,600
-100
| -4% | -$9.9K | 0.26% | 107 |
|
|
2025
Q1 | $203K | Sell |
2,700
-400
| -13% | -$30K | 0.22% | 118 |
|
|
2024
Q4 | $232K | Sell |
3,100
-150
| -5% | -$11.2K | 0.24% | 108 |
|
|
2024
Q3 | $229K | Buy |
3,250
+200
| +7% | +$14.1K | 0.21% | 119 |
|
|
2024
Q2 | $326K | Buy |
+3,050
| New | +$326K | 0.32% | 84 |
|
|
2023
Q4 | $483K | Sell |
3,400
-300
| -8% | -$42.6K | 0.51% | 50 |
|
|
2023
Q3 | $394K | Sell |
3,700
-200
| -5% | -$21.3K | 0.45% | 66 |
|
|
2023
Q2 | $560K | Hold |
3,900
| – | – | 0.6% | 41 |
|
|
2023
Q1 | $560K | Hold |
3,900
| – | – | 0.58% | 41 |
|
|
2022
Q4 | $574K | Hold |
3,900
| – | – | 0.58% | 42 |
|
|
2022
Q3 | $531K | Hold |
3,900
| – | – | 0.63% | 38 |
|
|
2022
Q2 | $645K | Sell |
3,900
-100
| -3% | -$16.5K | 0.64% | 37 |
|
|
2022
Q1 | $641K | Hold |
4,000
| – | – | 0.57% | 47 |
|
|
2021
Q4 | $562K | Buy |
+4,000
| New | +$562K | 0.49% | 57 |
|