Baron Wealth Management’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,247
| Closed | -$351K | – | 192 |
|
|
2024
Q1 | $351K | Buy |
2,247
+202
| +10% | +$31.5K | 0.19% | 95 |
|
|
2023
Q4 | $278K | Buy |
+2,045
| New | +$278K | 0.15% | 121 |
|
|
2023
Q3 | – | Sell |
-1,915
| Closed | -$325K | – | 143 |
|
|
2023
Q2 | $325K | Buy |
1,915
+195
| +11% | +$33.1K | 0.21% | 84 |
|
|
2023
Q1 | $362K | Sell |
1,720
-4
| -0.2% | -$842 | 0.26% | 67 |
|
|
2022
Q4 | $425K | Buy |
+1,724
| New | +$425K | 0.33% | 51 |
|