Baker Tilly Wealth Management’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
|
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|
2023
Q2 | $562K | Sell |
|
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|
2023
Q1 | $704K | Buy |
|
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|
2022
Q4 | $680K | Buy |
|
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|
2022
Q3 | $547K | Sell |
|
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|
2022
Q2 | $584K | Buy |
|
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|
2022
Q1 | $517K | Buy |
|
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|
2021
Q4 | $453K | Buy |
|
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|
2021
Q3 | $327K | Buy |
|
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|
2021
Q2 | $244K | Buy |
|
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|
2021
Q1 | – | Sell |
|
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|
2020
Q4 | $1.32M | Buy |
|