KWM
Kingsview Wealth Management’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5M | Sell |
92,186
-33,019
| -26% | -$3.78M | 0.18% | 97 |
|
|
2025
Q1 | $11M | Buy |
125,205
+6,323
| +5% | +$556K | 0.21% | 99 |
|
|
2024
Q4 | $9.01M | Buy |
118,882
+14,431
| +14% | +$1.09M | 0.18% | 122 |
|
|
2024
Q3 | $8.83M | Buy |
104,451
+102,608
| +5,567% | +$8.68M | 0.19% | 112 |
|
|
2024
Q2 | $244K | Buy |
1,843
+524
| +40% | +$69.3K | 0.01% | 919 |
|
|
2024
Q1 | $206K | Sell |
1,319
-239
| -15% | -$37.3K | 0.01% | 958 |
|
|
2023
Q4 | $212K | Buy |
+1,558
| New | +$212K | 0.01% | 885 |
|
|
2021
Q1 | – | Sell |
-2,190
| Closed | -$461K | – | 818 |
|
|
2020
Q4 | $461K | Sell |
2,190
-1,104
| -34% | -$232K | 0.03% | 459 |
|
|
2020
Q3 | $690K | Buy |
3,294
+1,071
| +48% | +$224K | 0.06% | 298 |
|
|
2020
Q2 | $424K | Buy |
+2,223
| New | +$424K | 0.04% | 364 |
|