Forum Financial 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
Q3 | $466K | Buy |
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|
2025
Q2 | $346K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $340K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $234K | Hold |
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|
2023
Q4 | $249K | Sell |
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|
2023
Q3 | $240K | Hold |
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|
2023
Q2 | $324K | Sell |
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|
2023
Q1 | $324K | Buy |
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|
2022
Q4 | $320K | Sell |
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|
2022
Q3 | $310K | Buy |
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|
2022
Q2 | $328K | Buy |
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|
2022
Q1 | $333K | Buy |
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|
2021
Q4 | $247K | Buy |
|