Anchor Investment Management’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 | $182K | Hold |
1,834
| – | – | 0.02% | 386 |
|
|
2025
Q1 | $138K | Hold |
1,834
| – | – | 0.01% | 415 |
|
|
2024
Q4 | $137K | Sell |
1,834
-300
| -14% | -$22.5K | 0.01% | 418 |
|
|
2024
Q3 | $150K | Sell |
2,134
-284
| -12% | -$20K | 0.01% | 407 |
|
|
2024
Q2 | $258K | Sell |
2,418
-1,095
| -31% | -$117K | 0.03% | 311 |
|
|
2024
Q1 | $468K | Buy |
3,513
+34
| +1% | +$4.53K | 0.05% | 254 |
|
|
2023
Q4 | $494K | Sell |
3,479
-75
| -2% | -$10.7K | 0.06% | 241 |
|
|
2023
Q3 | $378K | Sell |
3,554
-332
| -9% | -$35.3K | 0.05% | 263 |
|
|
2023
Q2 | $558K | Sell |
3,886
-345
| -8% | -$49.5K | 0.07% | 217 |
|
|
2023
Q1 | $607K | Hold |
4,231
| – | – | 0.08% | 212 |
|
|
2022
Q4 | $598K | Sell |
4,231
-3
| -0.1% | -$424 | 0.09% | 208 |
|
|
2022
Q3 | $576K | Sell |
4,234
-65
| -2% | -$8.85K | 0.09% | 206 |
|
|
2022
Q2 | $670K | Hold |
4,299
| – | – | 0.1% | 189 |
|
|
2022
Q1 | $688K | Sell |
4,299
-95
| -2% | -$15.2K | 0.09% | 203 |
|
|
2021
Q4 | $617K | Sell |
4,394
-50
| -1% | -$7.03K | 0.08% | 216 |
|
|
2021
Q3 | $425K | Buy |
4,444
+2,101
| +90% | +$201K | 0.06% | 251 |
|
|
2021
Q2 | $233K | Hold |
2,343
| – | – | 0.03% | 341 |
|
|
2021
Q1 | $268K | Sell |
2,343
-5,037
| -68% | -$577K | 0.04% | 297 |
|
|
2020
Q4 | $797K | Buy |
7,380
+777
| +12% | +$83.9K | 0.14% | 149 |
|
|
2020
Q3 | $603K | Buy |
6,603
+835
| +14% | +$76.3K | 0.12% | 156 |
|
|
2020
Q2 | $535K | Buy |
5,768
+123
| +2% | +$11.4K | 0.12% | 160 |
|
|
2020
Q1 | $415K | Buy |
5,645
+1,152
| +26% | +$84.6K | 0.11% | 167 |
|
|
2019
Q4 | $423K | Buy |
4,493
+541
| +14% | +$50.9K | 0.09% | 192 |
|
|
2019
Q3 | $451K | Buy |
3,952
+751
| +23% | +$85.7K | 0.1% | 184 |
|
|
2019
Q2 | $344K | Buy |
3,201
+429
| +15% | +$46.1K | 0.08% | 213 |
|
|
2019
Q1 | $291K | Sell |
2,772
-2,950
| -52% | -$310K | 0.07% | 224 |
|
|
2018
Q4 | $517K | Sell |
5,722
-338
| -6% | -$30.5K | 0.15% | 152 |
|
|
2018
Q3 | $494K | Buy |
6,060
+959
| +19% | +$78.2K | 0.11% | 182 |
|
|
2018
Q2 | $434K | Buy |
5,101
+125
| +3% | +$10.6K | 0.11% | 199 |
|
|
2018
Q1 | $472K | Sell |
4,976
-100
| -2% | -$9.49K | 0.12% | 180 |
|
|
2017
Q4 | $545K | Buy |
5,076
+129
| +3% | +$13.8K | 0.14% | 160 |
|
|
2017
Q3 | $429K | Buy |
4,947
+2,087
| +73% | +$181K | 0.13% | 172 |
|
|
2017
Q2 | $200K | Buy |
2,860
+2,695
| +1,633% | +$188K | 0.07% | 238 |
|
|
2017
Q1 | $12.9K | Hold |
165
| – | – | ﹤0.01% | 536 |
|
|
2016
Q4 | $12.7K | Buy |
+165
| New | +$12.7K | ﹤0.01% | 517 |
|