Forum Financial Management’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $346K | Buy |
+3,489
| New | +$346K | 0.01% | 583 |
|
|
2025
Q1 | – | Sell |
-4,534
| Closed | -$340K | – | 879 |
|
|
2024
Q4 | $340K | Buy |
+4,534
| New | +$340K | 0.01% | 543 |
|
|
2024
Q2 | – | Sell |
-1,755
| Closed | -$234K | – | 736 |
|
|
2024
Q1 | $234K | Hold |
1,755
| – | – | ﹤0.01% | 627 |
|
|
2023
Q4 | $249K | Sell |
1,755
-504
| -22% | -$71.6K | ﹤0.01% | 541 |
|
|
2023
Q3 | $240K | Hold |
2,259
| – | – | 0.01% | 506 |
|
|
2023
Q2 | $324K | Sell |
2,259
-1
| -0% | -$144 | 0.01% | 407 |
|
|
2023
Q1 | $324K | Buy |
2,260
+1
| +0% | +$144 | 0.01% | 380 |
|
|
2022
Q4 | $320K | Sell |
2,259
-21
| -0.9% | -$2.97K | 0.01% | 370 |
|
|
2022
Q3 | $310K | Buy |
2,280
+174
| +8% | +$23.7K | 0.01% | 332 |
|
|
2022
Q2 | $328K | Buy |
2,106
+21
| +1% | +$3.27K | 0.02% | 328 |
|
|
2022
Q1 | $333K | Buy |
2,085
+330
| +19% | +$52.7K | 0.02% | 348 |
|
|
2021
Q4 | $247K | Buy |
+1,755
| New | +$247K | 0.01% | 512 |
|