GWA
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Gratus Wealth Advisors’s Dollar General DG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-6,311
Closed -$773K 135
2024
Q2
$773K Buy
6,311
+871
+16% +$107K 0.13% 74
2024
Q1
$792K Buy
5,440
+2,277
+72% +$332K 0.15% 68
2023
Q4
$430K Buy
+3,163
New +$430K 0.08% 90