GWA
DLTR icon

Gratus Wealth Advisors’s Dollar Tree DLTR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$260K Buy
+2,624
New +$260K 0.04% 118
2024
Q2
Sell
-2,624
Closed -$321K 134
2024
Q1
$321K Hold
2,624
0.06% 107
2023
Q4
$373K Buy
+2,624
New +$373K 0.07% 103