Creative Planning’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 | $3.57M | Buy |
36,072
+9,155
| +34% | +$907K | ﹤0.01% | 930 |
|
|
2025
Q1 | $2.02M | Sell |
26,917
-8,823
| -25% | -$662K | ﹤0.01% | 1167 |
|
|
2024
Q4 | $2.68M | Buy |
35,740
+11,067
| +45% | +$829K | ﹤0.01% | 955 |
|
|
2024
Q3 | $1.65M | Buy |
24,673
+559
| +2% | +$37.3K | ﹤0.01% | 1189 |
|
|
2024
Q2 | $2.57M | Sell |
24,114
-392
| -2% | -$41.9K | ﹤0.01% | 875 |
|
|
2024
Q1 | $3.26M | Buy |
24,506
+7,677
| +46% | +$1.02M | ﹤0.01% | 764 |
|
|
2023
Q4 | $2.39M | Buy |
16,829
+2,112
| +14% | +$300K | ﹤0.01% | 842 |
|
|
2023
Q3 | $1.57M | Buy |
14,717
+2,072
| +16% | +$221K | ﹤0.01% | 961 |
|
|
2023
Q2 | $1.81M | Sell |
12,645
-193
| -2% | -$27.7K | ﹤0.01% | 864 |
|
|
2023
Q1 | $1.84M | Buy |
12,838
+1,270
| +11% | +$182K | ﹤0.01% | 804 |
|
|
2022
Q4 | $1.64M | Buy |
11,568
+1,106
| +11% | +$156K | ﹤0.01% | 826 |
|
|
2022
Q3 | $1.42M | Sell |
10,462
-100
| -0.9% | -$13.6K | ﹤0.01% | 807 |
|
|
2022
Q2 | $1.65M | Buy |
10,562
+2,060
| +24% | +$321K | ﹤0.01% | 781 |
|
|
2022
Q1 | $1.36M | Buy |
8,502
+255
| +3% | +$40.9K | ﹤0.01% | 853 |
|
|
2021
Q4 | $1.16M | Sell |
8,247
-5,678
| -41% | -$798K | ﹤0.01% | 890 |
|
|
2021
Q3 | $1.33M | Buy |
13,925
+7,060
| +103% | +$676K | ﹤0.01% | 822 |
|
|
2021
Q2 | $683K | Buy |
6,865
+695
| +11% | +$69.1K | ﹤0.01% | 1103 |
|
|
2021
Q1 | $706K | Sell |
6,170
-45
| -0.7% | -$5.15K | ﹤0.01% | 1202 |
|
|
2020
Q4 | $671K | Sell |
6,215
-354
| -5% | -$38.2K | ﹤0.01% | 1133 |
|
|
2020
Q3 | $600K | Buy |
6,569
+74
| +1% | +$6.76K | ﹤0.01% | 1029 |
|
|
2020
Q2 | $602K | Sell |
6,495
-138
| -2% | -$12.8K | ﹤0.01% | 937 |
|
|
2020
Q1 | $487K | Sell |
6,633
-2,032
| -23% | -$149K | ﹤0.01% | 952 |
|
|
2019
Q4 | $815K | Buy |
8,665
+1,706
| +25% | +$160K | ﹤0.01% | 876 |
|
|
2019
Q3 | $794K | Sell |
6,959
-882
| -11% | -$101K | ﹤0.01% | 853 |
|
|
2019
Q2 | $842K | Sell |
7,841
-421
| -5% | -$45.2K | ﹤0.01% | 829 |
|
|
2019
Q1 | $868K | Buy |
8,262
+417
| +5% | +$43.8K | ﹤0.01% | 780 |
|
|
2018
Q4 | $709K | Buy |
7,845
+307
| +4% | +$27.7K | ﹤0.01% | 799 |
|
|
2018
Q3 | $615K | Sell |
7,538
-1,133
| -13% | -$92.4K | ﹤0.01% | 967 |
|
|
2018
Q2 | $737K | Buy |
8,671
+2,110
| +32% | +$179K | ﹤0.01% | 887 |
|
|
2018
Q1 | $623K | Sell |
6,561
-2,537
| -28% | -$241K | ﹤0.01% | 964 |
|
|
2017
Q4 | $976K | Sell |
9,098
-248
| -3% | -$26.6K | ﹤0.01% | 740 |
|
|
2017
Q3 | $811K | Sell |
9,346
-3,682
| -28% | -$320K | ﹤0.01% | 805 |
|
|
2017
Q2 | $911K | Buy |
13,028
+1,311
| +11% | +$91.7K | ﹤0.01% | 731 |
|
|
2017
Q1 | $919K | Sell |
11,717
-596
| -5% | -$46.7K | 0.01% | 705 |
|
|
2016
Q4 | $950K | Buy |
12,313
+1,613
| +15% | +$124K | 0.01% | 645 |
|
|
2016
Q3 | $845K | Buy |
10,700
+2,731
| +34% | +$216K | 0.01% | 660 |
|
|
2016
Q2 | $751K | Buy |
7,969
+221
| +3% | +$20.8K | 0.01% | 600 |
|
|
2016
Q1 | $639K | Buy |
7,748
+258
| +3% | +$21.3K | 0.01% | 665 |
|
|
2015
Q4 | $578K | Sell |
7,490
-1,950
| -21% | -$150K | ﹤0.01% | 694 |
|
|
2015
Q3 | $629K | Buy |
+9,440
| New | +$629K | 0.01% | 647 |
|
|
2015
Q2 | – | Sell |
-8,439
| Closed | -$685K | – | 1497 |
|
|
2015
Q1 | $685K | Buy |
8,439
+4,629
| +121% | +$376K | 0.01% | 607 |
|
|
2014
Q4 | $268K | Buy |
3,810
+781
| +26% | +$54.9K | ﹤0.01% | 985 |
|
|
2014
Q3 | $170K | Sell |
3,029
-480
| -14% | -$26.9K | ﹤0.01% | 1142 |
|
|
2014
Q2 | $191K | Hold |
3,509
| – | – | ﹤0.01% | 1055 |
|
|
2014
Q1 | $183K | Sell |
3,509
-1,792
| -34% | -$93.5K | ﹤0.01% | 1035 |
|
|
2013
Q4 | $299K | Buy |
5,301
+500
| +10% | +$28.2K | 0.01% | 678 |
|
|
2013
Q3 | $274K | Buy |
4,801
+785
| +20% | +$44.8K | 0.01% | 645 |
|
|
2013
Q2 | $204K | Buy |
+4,016
| New | +$204K | ﹤0.01% | 678 |
|