EP Wealth Advisors’s Dollar General DG Stock Holding History

EP Wealth Advisors’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
2025 Q2	$621K	Sell
2025 Q1	$480K	Buy
2022 Q3	–	Sell
2022 Q2	$205K	Sell
2022 Q1	$210K	Sell
2021 Q4	$240K	Buy
2021 Q3	$203K	Buy