Geneos 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
Q3 | $37K | Sell |
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|
2025
Q2 | $60.5K | Sell |
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|
2025
Q1 | $99.2K | Buy |
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|
2024
Q4 | $47K | Sell |
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|
2024
Q3 | $50.8K | Buy |
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|
2024
Q2 | $52.5K | Buy |
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|
2024
Q1 | $41.5K | Buy |
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|
2023
Q4 | $42.9K | Sell |
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|
2023
Q3 | $42.6K | Buy |
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|
2023
Q2 | $43K | Hold |
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|
2023
Q1 | $43.1K | Hold |
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|
2022
Q4 | $42.4K | Hold |
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|
2022
Q3 | $40K | Sell |
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|
2022
Q2 | $122K | Sell |
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|
2022
Q1 | $166K | Hold |
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|
2021
Q4 | $146K | Hold |
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|
2021
Q3 | $102K | Buy |
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|
2021
Q2 | $83K | Hold |
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|
2021
Q1 | $96K | Buy |
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|
2020
Q4 | $84K | Sell |
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|
2020
Q3 | $88K | Sell |
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|
2020
Q2 | $95K | Sell |
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|
2020
Q1 | $87K | Hold |
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|
2019
Q4 | $104K | Buy |
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|
2019
Q3 | $124K | Sell |
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|
2019
Q2 | $159K | Sell |
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|
2019
Q1 | $188K | Hold |
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|
2018
Q4 | $157K | Buy |
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|
2018
Q3 | $142K | Buy |
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|
2018
Q2 | $147K | Buy |
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|
2018
Q1 | $162K | Sell |
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|
2017
Q4 | $185K | Sell |
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|
2017
Q3 | $163K | Sell |
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|
2017
Q2 | $160K | Hold |
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|
2017
Q1 | $180K | Sell |
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|
2016
Q4 | $181K | Hold |
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|
2016
Q3 | $185K | Sell |
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|
2016
Q2 | $250K | Hold |
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|
2016
Q1 | $222K | Buy |
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