EWM
Evermay Wealth Management’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.4K | Hold |
205
| – | – | ﹤0.01% | 380 |
|
|
2025
Q1 | $18K | Hold |
205
| – | – | ﹤0.01% | 396 |
|
|
2024
Q4 | $15.5K | Buy |
205
+33
| +19% | +$2.5K | ﹤0.01% | 398 |
|
|
2024
Q3 | $14.5K | Buy |
172
+170
| +8,500% | +$14.4K | ﹤0.01% | 425 |
|
|
2024
Q2 | $265 | Hold |
2
| – | – | ﹤0.01% | 584 |
|
|
2024
Q1 | $313 | Sell |
2
-3
| -60% | -$470 | ﹤0.01% | 584 |
|
|
2023
Q4 | $680 | Sell |
5
-54
| -92% | -$7.34K | ﹤0.01% | 555 |
|
|
2023
Q3 | $6.24K | Buy |
59
+14
| +31% | +$1.48K | ﹤0.01% | 458 |
|
|
2023
Q2 | $7.64K | Buy |
45
+38
| +543% | +$6.45K | ﹤0.01% | 443 |
|
|
2023
Q1 | $1.47K | Buy |
+7
| New | +$1.47K | ﹤0.01% | 489 |
|
|
2022
Q4 | – | Sell |
-5
| Closed | -$1K | – | 574 |
|
|
2022
Q3 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 493 |
|