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DiNuzzo Private Wealth’s Dollar General DG Stock Holding History

DiNuzzo Private Wealth’s Portfolio DG Stock Details DG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.2K Buy
106
+1
+1% +$114 ﹤0.01% 259
2026
Q1 		$12.5K Buy
105
+1
+1% +$143 ﹤0.01% 247
2025
Q4 		$13.8K Buy
104
+6
+6% +$669 ﹤0.01% 234
2025
Q3 		$10.7K Buy
98
+7
+8% +$767 ﹤0.01% 261
2025
Q2 		$10.4K Buy
91
+12
+15% +$1.19K ﹤0.01% 265
2025
Q1 		$6.95K Sell
79
-1
-1% -$76 ﹤0.01% 301
2024
Q4 		$6.07K Sell
80
-8
-9% -$630 ﹤0.01% 309
2024
Q3 		$7.44K Sell
88
-4
-4% -$438 ﹤0.01% 293
2024
Q2 		$12.2K Buy
92
+2
+2% +$279 ﹤0.01% 174
2024
Q1 		$14K Hold
90
– – ﹤0.01% 151
2023
Q4 		$12.2K Buy
+90
New +$10.9K ﹤0.01% 157

Other funds holding DG

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return