Carson Wealth (CWM LLC)’s Dollar Tree DLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.89M | Buy |
29,177
+20,932
| +254% | +$2.07M | 0.01% | 800 |
|
|
2025
Q1 | $619K | Buy |
8,245
+1,467
| +22% | +$110K | ﹤0.01% | 1373 |
|
|
2024
Q4 | $508K | Buy |
6,778
+4,417
| +187% | +$331K | ﹤0.01% | 1374 |
|
|
2024
Q3 | $166K | Sell |
2,361
-1,173
| -33% | -$82.5K | ﹤0.01% | 1859 |
|
|
2024
Q2 | $377K | Sell |
3,534
-390
| -10% | -$41.6K | ﹤0.01% | 1296 |
|
|
2024
Q1 | $523K | Sell |
3,924
-1,353
| -26% | -$180K | ﹤0.01% | 1118 |
|
|
2023
Q4 | $750K | Sell |
5,277
-873
| -14% | -$124K | ﹤0.01% | 922 |
|
|
2023
Q3 | $655K | Sell |
6,150
-2,002
| -25% | -$213K | ﹤0.01% | 890 |
|
|
2023
Q2 | $1.17M | Sell |
8,152
-1,279
| -14% | -$184K | 0.01% | 660 |
|
|
2023
Q1 | $1.35M | Sell |
9,431
-242
| -3% | -$34.7K | 0.01% | 567 |
|
|
2022
Q4 | $1.37M | Sell |
9,673
-283
| -3% | -$40K | 0.01% | 526 |
|
|
2022
Q3 | $1.36M | Sell |
9,956
-1,020
| -9% | -$139K | 0.01% | 481 |
|
|
2022
Q2 | $1.71M | Sell |
10,976
-281
| -2% | -$43.8K | 0.01% | 426 |
|
|
2022
Q1 | $1.8M | Sell |
11,257
-1,239
| -10% | -$198K | 0.01% | 421 |
|
|
2021
Q4 | $1.76M | Buy |
+12,496
| New | +$1.76M | 0.01% | 458 |
|
|
2021
Q2 | $1.83M | Hold |
18,429
| – | – | 0.01% | 453 |
|
|
2021
Q1 | $1.83M | Hold |
18,429
| – | – | 0.01% | 453 |
|
|
2020
Q4 | $1.83M | Hold |
18,429
| – | – | 0.01% | 453 |
|
|
2020
Q3 | $1.83M | Hold |
18,429
| – | – | 0.01% | 453 |
|
|
2020
Q2 | $1.83M | Hold |
18,429
| – | – | 0.01% | 453 |
|
|
2020
Q1 | $1.83M | Hold |
18,429
| – | – | 0.01% | 453 |
|
|
2019
Q4 | $1.83M | Hold |
18,429
| – | – | 0.01% | 453 |
|
|
2019
Q3 | $1.83M | Hold |
18,429
| – | – | 0.01% | 453 |
|
|
2019
Q2 | $1.83M | Hold |
18,429
| – | – | 0.01% | 453 |
|
|
2019
Q1 | $1.83M | Buy |
18,429
+18,293
| +13,451% | +$1.82M | 0.01% | 453 |
|
|
2018
Q4 | $12K | Sell |
136
-66
| -33% | -$5.82K | ﹤0.01% | 1262 |
|
|
2018
Q3 | $16K | Buy |
202
+158
| +359% | +$12.5K | ﹤0.01% | 1005 |
|
|
2018
Q2 | $4K | Hold |
44
| – | – | ﹤0.01% | 1229 |
|
|
2018
Q1 | $4K | Hold |
44
| – | – | ﹤0.01% | 1039 |
|
|
2017
Q4 | $5K | Sell |
44
-37
| -46% | -$4.21K | ﹤0.01% | 1080 |
|
|
2017
Q3 | $7K | Buy |
81
+37
| +84% | +$3.2K | ﹤0.01% | 985 |
|
|
2017
Q2 | $3K | Buy |
+44
| New | +$3K | ﹤0.01% | 952 |
|
|
2016
Q1 | – | Sell |
-56
| Closed | -$4K | – | 767 |
|
|
2015
Q4 | $4K | Hold |
56
| – | – | ﹤0.01% | 541 |
|
|
2015
Q3 | $4K | Buy |
+56
| New | +$4K | ﹤0.01% | 514 |
|
|
2014
Q1 | – | Sell |
-56
| Closed | -$3K | – | 224 |
|
|
2013
Q4 | $3K | Sell |
56
-160
| -74% | -$8.57K | ﹤0.01% | 518 |
|
|
2013
Q3 | $12K | Buy |
+216
| New | +$12K | ﹤0.01% | 308 |
|