Forvis Mazars Wealth Advisors’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,879
| Closed | -$291K | – | 397 |
|
|
2024
Q4 | $291K | Buy |
3,879
+5
| +0.1% | +$375 | 0.01% | 374 |
|
|
2024
Q3 | $272K | Buy |
+3,874
| New | +$272K | 0.01% | 397 |
|
|
2021
Q1 | – | Sell |
-4,663
| Closed | -$504K | – | 301 |
|
|
2020
Q4 | $504K | Buy |
4,663
+897
| +24% | +$97K | 0.03% | 225 |
|
|
2020
Q3 | $344K | Buy |
+3,766
| New | +$344K | 0.02% | 243 |
|