Bartlett & Co 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.04K | Buy |
44
+43
| +4,300% | +$6.13K | ﹤0.01% | 1019 |
|
|
2025
Q4 | $133 | Hold |
1
| – | – | ﹤0.01% | 1211 |
|
|
2025
Q3 | $103 | Hold |
1
| – | – | ﹤0.01% | 1186 |
|
|
2025
Q2 | $114 | Hold |
1
| – | – | ﹤0.01% | 1223 |
|
|
2025
Q1 | $88 | Buy |
+1
| New | +$76 | ﹤0.01% | 1209 |
|
|
2024
Q2 | – | Sell |
-21
| Closed | -$3.28K | – | 1147 |
|
|
2024
Q1 | $3.28K | Hold |
21
| – | – | ﹤0.01% | 1004 |
|
|
2023
Q4 | $2.85K | Sell |
21
-60
| -74% | -$7.28K | ﹤0.01% | 1129 |
|
|
2023
Q3 | $8.57K | Sell |
81
-88
| -52% | -$13.1K | ﹤0.01% | 944 |
|
|
2023
Q2 | $28.7K | Buy |
169
+60
| +55% | +$11.9K | ﹤0.01% | 753 |
|
|
2023
Q1 | $22.9K | Hold |
109
| – | – | ﹤0.01% | 689 |
|
|
2022
Q4 | $26.9K | Hold |
109
| – | – | ﹤0.01% | 668 |
|
|
2022
Q3 | $26.1K | Hold |
109
| – | – | ﹤0.01% | 665 |
|
|
2022
Q2 | $26.8K | Buy |
109
+77
| +241% | +$18K | ﹤0.01% | 681 |
|
|
2022
Q1 | $7.12K | Buy |
+32
| New | +$6.8K | ﹤0.01% | 877 |
|
|
2021
Q4 | – | Sell |
-37
| Closed | -$7.85K | – | 511 |
|
|
2021
Q3 | $7.85K | Sell |
37
-5
| -12% | -$1.13K | ﹤0.01% | 724 |
|
|
2021
Q2 | $9.09K | Hold |
42
| – | – | ﹤0.01% | 705 |
|
|
2021
Q1 | $8.51K | Hold |
42
| – | – | ﹤0.01% | 751 |
|
|
2020
Q4 | $8.83K | Buy |
42
+10
| +31% | +$2.14K | ﹤0.01% | 744 |
|
|
2020
Q3 | $6.71K | Sell |
32
-209
| -87% | -$41.1K | ﹤0.01% | 710 |
|
|
2020
Q2 | $45.9K | Buy |
241
+184
| +323% | +$33.3K | ﹤0.01% | 515 |
|
|
2020
Q1 | $8.61K | Hold |
57
| – | – | ﹤0.01% | 676 |
|
|
2019
Q4 | $8.89K | Buy |
+57
| New | +$9.04K | ﹤0.01% | 735 |
|
|
2018
Q3 | – | Sell |
-151
| Closed | -$14.9K | – | 716 |
|
|
2018
Q2 | $14.9K | Buy |
151
+51
| +51% | +$4.91K | ﹤0.01% | 561 |
|
|
2018
Q1 | $9.36K | Buy |
+100
| New | +$9.61K | ﹤0.01% | 615 |
|
Other funds holding DG
VCM
VPM
