FWA
FSM Wealth Advisors’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $555K | Buy |
+4,770
| New | +$555K | 0.09% | 141 |
|
|
2024
Q4 | – | Sell |
-2,676
| Closed | -$226K | – | 199 |
|
|
2024
Q3 | $226K | Buy |
+2,676
| New | +$226K | 0.06% | 166 |
|
|
2024
Q2 | – | Sell |
-2,228
| Closed | -$348K | – | 162 |
|
|
2024
Q1 | $348K | Buy |
+2,228
| New | +$348K | 0.12% | 112 |
|