IFWM
Institute for Wealth Management’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Sell |
2,372
-22
| -0.9% | -$2.52K | 0.03% | 456 |
|
|
2025
Q1 | $211K | Buy |
+2,394
| New | +$211K | 0.03% | 496 |
|
|
2024
Q4 | – | Sell |
-2,557
| Closed | -$216K | – | 524 |
|
|
2024
Q3 | $216K | Sell |
2,557
-20
| -0.8% | -$1.69K | 0.03% | 511 |
|
|
2024
Q2 | $341K | Sell |
2,577
-32
| -1% | -$4.23K | 0.05% | 364 |
|
|
2024
Q1 | $407K | Sell |
2,609
-25
| -0.9% | -$3.9K | 0.05% | 320 |
|
|
2023
Q4 | $358K | Sell |
2,634
-271
| -9% | -$36.8K | 0.06% | 333 |
|
|
2023
Q3 | $307K | Sell |
2,905
-11
| -0.4% | -$1.16K | 0.06% | 336 |
|
|
2023
Q2 | $495K | Sell |
2,916
-197
| -6% | -$33.4K | 0.08% | 261 |
|
|
2023
Q1 | $655K | Sell |
3,113
-49
| -2% | -$10.3K | 0.13% | 201 |
|
|
2022
Q4 | $779K | Sell |
3,162
-259
| -8% | -$63.8K | 0.16% | 166 |
|
|
2022
Q3 | $820K | Hold |
3,421
| – | – | 0.18% | 149 |
|
|
2022
Q2 | $840K | Hold |
3,421
| – | – | 0.16% | 156 |
|
|
2022
Q1 | $762K | Hold |
3,421
| – | – | 0.12% | 201 |
|
|
2021
Q4 | $807K | Hold |
3,421
| – | – | 0.13% | 189 |
|
|
2021
Q3 | $726K | Hold |
3,421
| – | – | 0.13% | 196 |
|
|
2021
Q2 | $740K | Hold |
3,421
| – | – | 0.13% | 192 |
|
|
2021
Q1 | $693K | Sell |
3,421
-33
| -1% | -$6.69K | 0.13% | 194 |
|
|
2020
Q4 | $726K | Buy |
3,454
+385
| +13% | +$80.9K | 0.14% | 176 |
|
|
2020
Q3 | $643K | Buy |
3,069
+357
| +13% | +$74.8K | 0.15% | 177 |
|
|
2020
Q2 | $517K | Buy |
2,712
+113
| +4% | +$21.5K | 0.13% | 223 |
|
|
2020
Q1 | $392K | Sell |
2,599
-66
| -2% | -$9.96K | 0.12% | 226 |
|
|
2019
Q4 | $416K | Buy |
2,665
+133
| +5% | +$20.8K | 0.09% | 289 |
|
|
2019
Q3 | $402K | Hold |
2,532
| – | – | 0.1% | 273 |
|
|
2019
Q2 | $342K | Sell |
2,532
-38
| -1% | -$5.13K | 0.08% | 323 |
|
|
2019
Q1 | $307K | Buy |
+2,570
| New | +$307K | 0.07% | 328 |
|
|
2018
Q1 | – | Sell |
-29,913
| Closed | -$2.8M | – | 285 |
|
|
2017
Q4 | $2.8M | Buy |
+29,913
| New | +$2.8M | 0.65% | 35 |
|