EP Wealth Advisors’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $621K | Sell |
5,432
-25
| -0.5% | -$2.86K | ﹤0.01% | 703 |
|
|
2025
Q1 | $480K | Buy |
+5,457
| New | +$480K | ﹤0.01% | 720 |
|
|
2022
Q3 | – | Sell |
-834
| Closed | -$205K | – | 403 |
|
|
2022
Q2 | $205K | Sell |
834
-111
| -12% | -$27.3K | ﹤0.01% | 565 |
|
|
2022
Q1 | $210K | Sell |
945
-75
| -7% | -$16.7K | ﹤0.01% | 566 |
|
|
2021
Q4 | $240K | Buy |
1,020
+65
| +7% | +$15.3K | 0.01% | 504 |
|
|
2021
Q3 | $203K | Buy |
+955
| New | +$203K | 0.01% | 512 |
|