HWM
Hohimer Wealth Management’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.39M | Buy |
29,643
+335
| +1% | +$38.3K | 0.6% | 57 |
|
|
2025
Q1 | $2.58M | Buy |
29,308
+8,022
| +38% | +$705K | 0.5% | 71 |
|
|
2024
Q4 | $1.61M | Buy |
+21,286
| New | +$1.61M | 0.3% | 92 |
|
|
2023
Q2 | – | Sell |
-3,538
| Closed | -$745K | – | 190 |
|
|
2023
Q1 | $745K | Buy |
3,538
+93
| +3% | +$19.6K | 0.22% | 123 |
|
|
2022
Q4 | $848K | Sell |
3,445
-19
| -0.5% | -$4.68K | 0.27% | 78 |
|
|
2022
Q3 | $831K | Sell |
3,464
-4
| -0.1% | -$960 | 0.27% | 100 |
|
|
2022
Q2 | $851K | Sell |
3,468
-1,278
| -27% | -$314K | 0.25% | 114 |
|
|
2022
Q1 | $1.06M | Buy |
4,746
+21
| +0.4% | +$4.68K | 0.21% | 122 |
|
|
2021
Q4 | $1.11M | Buy |
4,725
+291
| +7% | +$68.6K | 0.23% | 115 |
|
|
2021
Q3 | $941K | Buy |
4,434
+77
| +2% | +$16.3K | 0.2% | 124 |
|
|
2021
Q2 | $943K | Buy |
4,357
+783
| +22% | +$169K | 0.19% | 126 |
|
|
2021
Q1 | $724K | Buy |
+3,574
| New | +$724K | 0.18% | 129 |
|