Beacon Pointe Advisors’s Dollar Tree DLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$7.56M Sell
2025
Q1
$5.85M Buy
2021
Q4
Sell
2021
Q3
$401K Buy
2021
Q2
$373K Buy
2021
Q1
$396K Buy
2020
Q4
$352K Buy
2020
Q3
$286K Hold
2020
Q2
$291K Hold
2020
Q1
$231K Buy