Corient Private Wealth’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.15M | Buy |
21,702
+2,923
| +16% | +$290K | ﹤0.01% | 1083 |
|
|
2025
Q1 | $1.41M | Sell |
18,779
-64
| -0.3% | -$4.8K | ﹤0.01% | 1121 |
|
|
2024
Q4 | $1.41M | Buy |
18,843
+1,424
| +8% | +$107K | ﹤0.01% | 1149 |
|
|
2024
Q3 | $1.22M | Sell |
17,419
-2,708
| -13% | -$190K | ﹤0.01% | 1283 |
|
|
2024
Q2 | $2.15M | Sell |
20,127
-1,187
| -6% | -$127K | ﹤0.01% | 987 |
|
|
2024
Q1 | $2.84M | Buy |
21,314
+12
| +0.1% | +$1.6K | 0.01% | 873 |
|
|
2023
Q4 | $3.03M | Buy |
21,302
+1,896
| +10% | +$269K | 0.01% | 845 |
|
|
2023
Q3 | $2.06M | Sell |
19,406
-15,750
| -45% | -$1.67M | ﹤0.01% | 901 |
|
|
2023
Q2 | $5.04M | Sell |
35,156
-2,474
| -7% | -$355K | 0.01% | 633 |
|
|
2023
Q1 | $5.4M | Buy |
37,630
+6,704
| +22% | +$962K | 0.01% | 571 |
|
|
2022
Q4 | $4.41M | Buy |
+30,926
| New | +$4.41M | 0.02% | 529 |
|