Annis Gardner Whiting Capital 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 | $24.4K | Buy |
246
+9
| +4% | +$891 | 0.01% | 533 |
|
|
2025
Q1 | $17.8K | Hold |
237
| – | – | 0.01% | 476 |
|
|
2024
Q4 | $17.8K | Hold |
237
| – | – | 0.01% | 456 |
|
|
2024
Q3 | $16.7K | Sell |
237
-4
| -2% | -$281 | ﹤0.01% | 487 |
|
|
2024
Q2 | $25.7K | Sell |
241
-5
| -2% | -$534 | 0.01% | 516 |
|
|
2024
Q1 | $32.8K | Sell |
246
-1
| -0.4% | -$133 | 0.01% | 455 |
|
|
2023
Q4 | $35.1K | Buy |
247
+6
| +2% | +$852 | 0.02% | 342 |
|
|
2023
Q3 | $25.7K | Buy |
+241
| New | +$25.7K | 0.01% | 363 |
|