Evermay Wealth Management’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $109K | Sell |
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|
2025
Q1 | $86K | Sell |
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|
2024
Q4 | $106K | Sell |
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|
2024
Q3 | $113K | Sell |
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|
2024
Q2 | $180K | Sell |
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|
2024
Q1 | $233K | Sell |
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|
2023
Q4 | $249K | Sell |
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|
2023
Q3 | $192K | Buy |
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|
2023
Q2 | $250K | Hold |
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|
2023
Q1 | $250K | Hold |
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|
2022
Q4 | $246K | Hold |
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|
2022
Q3 | $237K | Sell |
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|
2022
Q2 | $273K | Sell |
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|
2022
Q1 | $284K | Sell |
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|
2021
Q4 | $263K | Sell |
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|
2021
Q3 | $189K | Sell |
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|
2021
Q2 | $311K | Sell |
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|
2021
Q1 | $367K | Hold |
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|
2020
Q4 | $346K | Hold |
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|
2020
Q3 | $293K | Hold |
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|
2020
Q2 | $297K | Hold |
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|
2020
Q1 | $235K | Sell |
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|
2019
Q4 | $364K | Hold |
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|
2019
Q3 | $442K | Sell |
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|
2019
Q2 | $459K | Sell |
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|
2019
Q1 | $545K | Sell |
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|
2018
Q4 | $541K | Sell |
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|
2018
Q3 | $513K | Sell |
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|
2018
Q2 | $663K | Sell |
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|
2018
Q1 | $768K | Buy |
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|
2017
Q4 | $460K | Buy |
|