Carson Wealth (CWM LLC)’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.63M | Buy |
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|
2025
Q2 | $1.49M | Buy |
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|
2025
Q1 | $626K | Sell |
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|
2024
Q4 | $725K | Buy |
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|
2024
Q3 | $714K | Sell |
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|
2024
Q2 | $1.61M | Sell |
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|
2024
Q1 | $26.6M | Sell |
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|
2023
Q4 | $23.4M | Sell |
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|
2023
Q3 | $19.2M | Buy |
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|
2023
Q2 | $24.4M | Sell |
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|
2023
Q1 | $31.3M | Sell |
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|
2022
Q4 | $36.8M | Buy |
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|
2022
Q3 | $35.1M | Buy |
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|
2022
Q2 | $35.4M | Buy |
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|
2022
Q1 | $31M | Buy |
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|
2021
Q4 | $32.6M | Buy |
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|
2021
Q2 | $154K | Hold |
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|
2021
Q1 | $154K | Hold |
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|
2020
Q4 | $154K | Hold |
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|
2020
Q3 | $154K | Hold |
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|
2020
Q2 | $154K | Hold |
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|
2020
Q1 | $154K | Hold |
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|
2019
Q4 | $154K | Hold |
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|
2019
Q3 | $154K | Hold |
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|
2019
Q2 | $154K | Hold |
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|
2019
Q1 | $154K | Buy |
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|
2018
Q4 | $2K | Buy |
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|
2018
Q3 | $1K | Sell |
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|
2018
Q2 | $1K | Sell |
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|
2018
Q1 | $3K | Buy |
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|
2017
Q4 | $1K | Sell |
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|
2017
Q3 | $1K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $2K | Buy |
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|
2016
Q3 | $1K | Hold |
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|
2016
Q2 | $1K | Sell |
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|
2016
Q1 | $6K | Sell |
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|
2015
Q4 | $95K | Sell |
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|
2015
Q3 | $9.09M | Buy |
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