Bartlett & Co Wealth 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 | $6.64K | Hold |
67
| – | – | ﹤0.01% | 960 |
|
|
2025
Q1 | $5.03K | Sell |
67
-42
| -39% | -$3.15K | ﹤0.01% | 988 |
|
|
2024
Q4 | $8.17K | Buy |
109
+65
| +148% | +$4.87K | ﹤0.01% | 926 |
|
|
2024
Q3 | $3.09K | Hold |
44
| – | – | ﹤0.01% | 1013 |
|
|
2024
Q2 | $4.7K | Hold |
44
| – | – | ﹤0.01% | 989 |
|
|
2024
Q1 | $5.86K | Hold |
44
| – | – | ﹤0.01% | 960 |
|
|
2023
Q4 | $6.26K | Hold |
44
| – | – | ﹤0.01% | 1055 |
|
|
2023
Q3 | $4.68K | Hold |
44
| – | – | ﹤0.01% | 1001 |
|
|
2023
Q2 | $6.31K | Hold |
44
| – | – | ﹤0.01% | 967 |
|
|
2023
Q1 | $6.32K | Hold |
44
| – | – | ﹤0.01% | 870 |
|
|
2022
Q4 | $6.22K | Hold |
44
| – | – | ﹤0.01% | 886 |
|
|
2022
Q3 | $5.99K | Hold |
44
| – | – | ﹤0.01% | 897 |
|
|
2022
Q2 | $6.86K | Hold |
44
| – | – | ﹤0.01% | 953 |
|
|
2022
Q1 | $7.05K | Buy |
+44
| New | +$7.05K | ﹤0.01% | 879 |
|
|
2021
Q4 | – | Sell |
-44
| Closed | -$4.21K | – | 516 |
|
|
2021
Q3 | $4.21K | Hold |
44
| – | – | ﹤0.01% | 785 |
|
|
2021
Q2 | $4.38K | Hold |
44
| – | – | ﹤0.01% | 774 |
|
|
2021
Q1 | $5.04K | Hold |
44
| – | – | ﹤0.01% | 791 |
|
|
2020
Q4 | $4.75K | Buy |
+44
| New | +$4.75K | ﹤0.01% | 797 |
|
|
2019
Q3 | – | Sell |
-20
| Closed | -$2.15K | – | 890 |
|
|
2019
Q2 | $2.15K | Buy |
20
+14
| +233% | +$1.5K | ﹤0.01% | 672 |
|
|
2019
Q1 | $630 | Buy |
+6
| New | +$630 | ﹤0.01% | 702 |
|
|
2018
Q3 | – | Sell |
-200
| Closed | -$17K | – | 717 |
|
|
2018
Q2 | $17K | Buy |
+200
| New | +$17K | ﹤0.01% | 549 |
|