Jamison Private Wealth Management’s Dollar General DG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$592K	Sell	4,987 -185	-4%	-$26.4K	0.07%	141
2025 Q4	$687K	Sell	5,172 -108	-2%	-$12K	0.09%	131
2025 Q3	$546K	Buy	5,280 +405	+8%	+$44.4K	0.07%	148
2025 Q2	$558K	Buy	4,875 +255	+6%	+$25.3K	0.08%	139
2025 Q1	$406K	Buy	4,620 +1,804	+64%	+$137K	0.06%	156
2024 Q4	$214K	Buy	2,816 +1,174	+71%	+$92.5K	0.03%	195
2024 Q3	$139K	Buy	1,642 +1,022	+165%	+$112K	0.02%	210
2024 Q2	$82K	Buy	620 +452	+269%	+$63.1K	0.01%	224
2024 Q1	$26.2K	Buy	168 +94	+127%	+$13.4K	﹤0.01%	284
2023 Q4	$10K	Buy	74 +1	+1%	+$121	﹤0.01%	305
2023 Q3	$7.77K	Buy	+73	New	+$10.9K	﹤0.01%	308