BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.23M | Sell |
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|
2023
Q1 | $1.63M | Sell |
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|
2022
Q4 | $1.94M | Buy |
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|
2022
Q3 | $1.84M | Buy |
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|
2022
Q2 | $1.88M | Buy |
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|
2022
Q1 | $1.64M | Buy |
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|
2021
Q4 | $1.65M | Buy |
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|
2021
Q3 | $1.37M | Buy |
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|
2021
Q2 | $1.36M | Buy |
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|
2021
Q1 | $1.24M | Buy |
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|
2020
Q4 | $4K | Hold |
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|
2020
Q3 | $4K | Hold |
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|
2020
Q2 | $3K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $14K | Hold |
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|
2019
Q1 | $12K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $270K | Sell |
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|
2017
Q3 | $328K | Buy |
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