GeoWealth 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	$64.4K	Sell	650 -24	-4%	-$2.38K	﹤0.01%	902
2025 Q1	$50.6K	Sell	674 -137	-17%	-$10.3K	﹤0.01%	893
2024 Q4	$60.8K	Buy	+811	New	+$60.8K	﹤0.01%	1098