Kovitz Investment Group Partners’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $88.9M | Sell |
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|
2025
Q1 | $106M | Buy |
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|
2024
Q4 | $97.2M | Sell |
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|
2024
Q3 | $96M | Buy |
|
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|
2024
Q2 | $98.9M | Buy |
|
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|
2024
Q1 | $121M | Buy |
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|
2023
Q4 | $127M | Buy |
|
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|
2023
Q3 | $83.6M | Sell |
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|
2023
Q2 | $141M | Buy |
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|
2023
Q1 | $91.6M | Buy |
|
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|
2022
Q4 | $81.8M | Sell |
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|
2022
Q3 | $79.9M | Buy |
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|
2022
Q2 | $90.3M | Buy |
|
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|
2022
Q1 | $76.1M | Buy |
|
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|
2021
Q4 | $10.1M | Buy |
|