CWM
Cedar Wealth Management’s Dollar General DG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $58.2K | Hold |
509
| – | – | 0.02% | 110 |
|
2025
Q1 | $44.7K | Hold |
509
| – | – | 0.02% | 118 |
|
2024
Q4 | $38.6K | Hold |
509
| – | – | 0.01% | 112 |
|
2024
Q3 | $43K | Hold |
509
| – | – | 0.01% | 158 |
|
2024
Q2 | $67.3K | Hold |
509
| – | – | 0.02% | 150 |
|
2024
Q1 | $79.4K | Hold |
509
| – | – | 0.03% | 141 |
|
2023
Q4 | $69.2K | Hold |
509
| – | – | 0.03% | 137 |
|
2023
Q3 | $53.8K | Hold |
509
| – | – | 0.02% | 152 |
|
2023
Q2 | $86.4K | Hold |
509
| – | – | 0.03% | 135 |
|
2023
Q1 | $107K | Hold |
509
| – | – | 0.04% | 120 |
|
2022
Q4 | $125K | Hold |
509
| – | – | 0.06% | 105 |
|
2022
Q3 | $122K | Hold |
509
| – | – | 0.06% | 117 |
|
2022
Q2 | $125K | Sell |
509
-60
| -11% | -$14.7K | 0.06% | 125 |
|
2022
Q1 | $127K | Hold |
569
| – | – | 0.05% | 136 |
|
2021
Q4 | $134K | Hold |
569
| – | – | 0.05% | 140 |
|
2021
Q3 | $121K | Hold |
569
| – | – | 0.05% | 128 |
|
2021
Q2 | $123K | Buy |
569
+1
| +0.2% | +$216 | 0.06% | 129 |
|
2021
Q1 | $115K | Buy |
568
+1
| +0.2% | +$202 | 0.06% | 120 |
|
2020
Q4 | $119K | Hold |
567
| – | – | 0.06% | 104 |
|
2020
Q3 | $119K | Hold |
567
| – | – | 0.07% | 102 |
|
2020
Q2 | $108K | Hold |
567
| – | – | 0.07% | 100 |
|
2020
Q1 | $86K | Sell |
567
-447
| -44% | -$67.8K | 0.06% | 105 |
|
2019
Q4 | $158K | Buy |
+1,014
| New | +$158K | 0.09% | 70 |
|