HWA
HHM Wealth Advisors’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.3K | Sell |
466
-1
| -0.2% | -$114 | 0.01% | 363 |
|
|
2025
Q1 | $41K | Sell |
467
-28
| -6% | -$2.46K | 0.01% | 392 |
|
|
2024
Q4 | $37.5K | Buy |
495
+66
| +15% | +$5K | 0.01% | 401 |
|
|
2024
Q3 | $36.3K | Sell |
429
-49
| -10% | -$4.15K | 0.01% | 381 |
|
|
2024
Q2 | $63.2K | Hold |
478
| – | – | 0.01% | 304 |
|
|
2024
Q1 | $74.6K | Hold |
478
| – | – | 0.01% | 247 |
|
|
2023
Q4 | $65K | Sell |
478
-6
| -1% | -$816 | 0.01% | 259 |
|
|
2023
Q3 | $51.2K | Buy |
484
+191
| +65% | +$20.2K | 0.01% | 268 |
|
|
2023
Q2 | $49.7K | Hold |
293
| – | – | 0.01% | 280 |
|
|
2023
Q1 | $61.7K | Buy |
293
+215
| +276% | +$45.3K | 0.01% | 250 |
|
|
2022
Q4 | $19.2K | Sell |
78
-2
| -3% | -$493 | ﹤0.01% | 365 |
|
|
2022
Q3 | $19K | Buy |
80
+78
| +3,900% | +$18.5K | 0.01% | 351 |
|
|
2022
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 786 |
|
|
2020
Q4 | – | Sell |
-120
| Closed | -$25K | – | 537 |
|
|
2020
Q3 | $25K | Buy |
+120
| New | +$25K | 0.01% | 294 |
|