Beaird Harris Wealth Management’s Dollar General DG Stock Holding History

Beaird Harris Wealth Management’s Portfolio DG Stock Details DG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-84	Closed	-$8.68K	–	722
2025 Q3	$8.68K	Buy	+84	New	+$9.21K	﹤0.01%	393
2024 Q3	–	Sell	-123	Closed	-$16.3K	–	572
2024 Q2	$16.3K	Sell	123 -51	-29%	-$7.12K	﹤0.01%	316
2024 Q1	$27.2K	Buy	174 +52	+43%	+$7.39K	﹤0.01%	252
2023 Q4	$16.6K	Buy	+122	New	+$14.8K	﹤0.01%	283
2023 Q1	–	Sell	-8	Closed	-$1.97K	–	547
2022 Q4	$1.97K	Buy	+8	New	+$1.98K	﹤0.01%	589
2022 Q2	–	Sell	-34	Closed	-$8K	–	452
2022 Q1	$8K	Buy	+34	New	+$7.22K	﹤0.01%	359

Other funds holding DG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Beaird Harris Wealth Management's DG Position: Q4 2025 in Review

Beaird Harris Wealth Management sold out of Dollar General (DG) in Q4 2025, closing a stake of 84 shares — an estimated $8.68K sold.

Beaird Harris Wealth Management first reported a position in DG in Q1 2022 and held it in 6 quarters. The position peaked at $27.2K in Q1 2024. 1,169 funds tracked by Wall St. Rank hold DG as of Q4 2025.

Beaird Harris Wealth Management reported no remaining Dollar General position as of Q4 2025 after selling out during the quarter.
Beaird Harris Wealth Management sold 84 Dollar General shares in Q4 2025, an estimated $8.68K.
Beaird Harris Wealth Management first reported a position in Dollar General in Q1 2022 and held it in 6 quarters.
Beaird Harris Wealth Management's Dollar General position peaked at $27.2K in Q1 2024.
1,169 funds tracked by Wall St. Rank held Dollar General as of Q4 2025.

Based on Beaird Harris Wealth Management's 13F filing for Q4 2025, filed 23 Feb 2026.