Laird Norton Wetherby 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $331K | Buy |
3,203
+378
| +13% | +$41.4K | 0.01% | 718 |
|
|
2025
Q2 | $323K | Buy |
+2,825
| New | +$280K | 0.01% | 697 |
|
|
2024
Q4 | $201K | Buy |
+2,652
| New | +$209K | 0.01% | 836 |
|
|
2024
Q3 | – | Sell |
-4,440
| Closed | -$587K | – | 939 |
|
|
2024
Q2 | $587K | Sell |
4,440
-87
| -2% | -$12.2K | 0.03% | 491 |
|
|
2024
Q1 | $707K | Sell |
4,527
-29
| -0.6% | -$4.12K | 0.03% | 452 |
|
|
2023
Q4 | $619K | Buy |
4,556
+456
| +11% | +$55.3K | 0.03% | 471 |
|
|
2023
Q3 | $434K | Buy |
4,100
+145
| +4% | +$21.6K | 0.02% | 566 |
|
|
2023
Q2 | $671K | Sell |
3,955
-982
| -20% | -$194K | 0.04% | 449 |
|
|
2023
Q1 | $1.04M | Sell |
4,937
-536
| -10% | -$120K | 0.06% | 327 |
|
|
2022
Q4 | $1.35M | Buy |
5,473
+50
| +0.9% | +$12.4K | 0.09% | 261 |
|
|
2022
Q3 | $1.3M | Sell |
5,423
-208
| -4% | -$51.3K | 0.09% | 233 |
|
|
2022
Q2 | $1.38M | Buy |
5,631
+158
| +3% | +$36.9K | 0.09% | 221 |
|
|
2022
Q1 | $1.22M | Buy |
5,473
+519
| +10% | +$110K | 0.07% | 270 |
|
|
2021
Q4 | $1.17M | Buy |
4,954
+37
| +0.8% | +$8.17K | 0.07% | 279 |
|
|
2021
Q3 | $1.04M | Buy |
4,917
+34
| +0.7% | +$7.67K | 0.06% | 289 |
|
|
2021
Q2 | $1.06M | Buy |
4,883
+476
| +11% | +$100K | 0.06% | 282 |
|
|
2021
Q1 | $893K | Sell |
4,407
-937
| -18% | -$186K | 0.07% | 286 |
|
|
2020
Q4 | $1.12M | Buy |
5,344
+743
| +16% | +$159K | 0.08% | 244 |
|
|
2020
Q3 | $965K | Sell |
4,601
-20
| -0.4% | -$3.93K | 0.09% | 230 |
|
|
2020
Q2 | $880K | Buy |
4,621
+364
| +9% | +$65.9K | 0.08% | 238 |
|
|
2020
Q1 | $643K | Buy |
4,257
+398
| +10% | +$61.4K | 0.07% | 265 |
|
|
2019
Q4 | $602K | Buy |
3,859
+175
| +5% | +$27.8K | 0.06% | 354 |
|
|
2019
Q3 | $586K | Sell |
3,684
-1,924
| -34% | -$278K | 0.06% | 354 |
|
|
2019
Q2 | $758K | Buy |
5,608
+210
| +4% | +$26.5K | 0.08% | 266 |
|
|
2019
Q1 | $644K | Buy |
5,398
+1,164
| +27% | +$135K | 0.08% | 290 |
|
|
2018
Q4 | $458K | Buy |
4,234
+218
| +5% | +$23.6K | 0.06% | 352 |
|
|
2018
Q3 | $439K | Buy |
4,016
+870
| +28% | +$90.4K | 0.05% | 397 |
|
|
2018
Q2 | $310K | Buy |
3,146
+269
| +9% | +$25.9K | 0.04% | 466 |
|
|
2018
Q1 | $269K | Buy |
2,877
+532
| +23% | +$51.1K | 0.04% | 507 |
|
|
2017
Q4 | $218K | Buy |
+2,345
| New | +$202K | 0.03% | 574 |
|
|
2017
Q1 | – | Sell |
-3,359
| Closed | -$249K | – | 562 |
|
|
2016
Q4 | $249K | Buy |
3,359
+96
| +3% | +$7.01K | 0.05% | 452 |
|
|
2016
Q3 | $228K | Buy |
3,263
+865
| +36% | +$73.3K | 0.05% | 462 |
|
|
2016
Q2 | $225K | Sell |
2,398
-46
| -2% | -$3.97K | 0.05% | 430 |
|
|
2016
Q1 | $209K | Buy |
+2,444
| New | +$185K | 0.05% | 429 |
|
Other funds holding DG
AACR
