Carson Wealth (CWM LLC)’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Buy |
13,016
+5,898
| +83% | +$675K | 0.01% | 1061 |
|
|
2025
Q1 | $626K | Sell |
7,118
-2,439
| -26% | -$215K | ﹤0.01% | 1367 |
|
|
2024
Q4 | $725K | Buy |
9,557
+1,113
| +13% | +$84.4K | ﹤0.01% | 1233 |
|
|
2024
Q3 | $714K | Sell |
8,444
-3,743
| -31% | -$316K | ﹤0.01% | 1178 |
|
|
2024
Q2 | $1.61M | Sell |
12,187
-158,120
| -93% | -$20.9M | 0.01% | 705 |
|
|
2024
Q1 | $26.6M | Sell |
170,307
-1,992
| -1% | -$311K | 0.13% | 158 |
|
|
2023
Q4 | $23.4M | Sell |
172,299
-9,259
| -5% | -$1.26M | 0.13% | 162 |
|
|
2023
Q3 | $19.2M | Buy |
181,558
+38,065
| +27% | +$4.03M | 0.12% | 162 |
|
|
2023
Q2 | $24.4M | Sell |
143,493
-5,273
| -4% | -$895K | 0.15% | 131 |
|
|
2023
Q1 | $31.3M | Sell |
148,766
-799
| -0.5% | -$168K | 0.21% | 96 |
|
|
2022
Q4 | $36.8M | Buy |
149,565
+3,073
| +2% | +$757K | 0.27% | 75 |
|
|
2022
Q3 | $35.1M | Buy |
146,492
+2,436
| +2% | +$584K | 0.28% | 67 |
|
|
2022
Q2 | $35.4M | Buy |
144,056
+4,834
| +3% | +$1.19M | 0.27% | 72 |
|
|
2022
Q1 | $31M | Buy |
139,222
+1,017
| +0.7% | +$226K | 0.22% | 85 |
|
|
2021
Q4 | $32.6M | Buy |
+138,205
| New | +$32.6M | 0.23% | 80 |
|
|
2021
Q2 | $154K | Hold |
711
| – | – | ﹤0.01% | 988 |
|
|
2021
Q1 | $154K | Hold |
711
| – | – | ﹤0.01% | 988 |
|
|
2020
Q4 | $154K | Hold |
711
| – | – | ﹤0.01% | 988 |
|
|
2020
Q3 | $154K | Hold |
711
| – | – | ﹤0.01% | 988 |
|
|
2020
Q2 | $154K | Hold |
711
| – | – | ﹤0.01% | 988 |
|
|
2020
Q1 | $154K | Hold |
711
| – | – | ﹤0.01% | 988 |
|
|
2019
Q4 | $154K | Hold |
711
| – | – | ﹤0.01% | 988 |
|
|
2019
Q3 | $154K | Hold |
711
| – | – | ﹤0.01% | 988 |
|
|
2019
Q2 | $154K | Hold |
711
| – | – | ﹤0.01% | 988 |
|
|
2019
Q1 | $154K | Buy |
711
+696
| +4,640% | +$151K | ﹤0.01% | 988 |
|
|
2018
Q4 | $2K | Buy |
15
+10
| +200% | +$1.33K | ﹤0.01% | 1725 |
|
|
2018
Q3 | $1K | Sell |
5
-8
| -62% | -$1.6K | ﹤0.01% | 1641 |
|
|
2018
Q2 | $1K | Sell |
13
-22
| -63% | -$1.69K | ﹤0.01% | 1501 |
|
|
2018
Q1 | $3K | Buy |
35
+22
| +169% | +$1.89K | ﹤0.01% | 1089 |
|
|
2017
Q4 | $1K | Sell |
13
-1
| -7% | -$77 | ﹤0.01% | 1340 |
|
|
2017
Q3 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 1356 |
|
|
2017
Q1 | – | Sell |
-27
| Closed | -$2K | – | 1203 |
|
|
2016
Q4 | $2K | Buy |
27
+14
| +108% | +$1.04K | ﹤0.01% | 975 |
|
|
2016
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 945 |
|
|
2016
Q2 | $1K | Sell |
13
-56
| -81% | -$4.31K | ﹤0.01% | 736 |
|
|
2016
Q1 | $6K | Sell |
69
-1,258
| -95% | -$109K | ﹤0.01% | 577 |
|
|
2015
Q4 | $95K | Sell |
1,327
-124,194
| -99% | -$8.89M | 0.01% | 261 |
|
|
2015
Q3 | $9.09M | Buy |
+125,521
| New | +$9.09M | 0.92% | 39 |
|