Laird Norton Wetherby Wealth Management’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
Q3 | $275K | Buy |
2,912
+239
| +9% | +$25.6K | 0.01% | 784 |
|
|
2025
Q2 | $265K | Buy |
+2,673
| New | +$231K | 0.01% | 777 |
|
|
2024
Q4 | $219K | Buy |
+2,928
| New | +$201K | 0.01% | 810 |
|
|
2024
Q3 | – | Sell |
-3,902
| Closed | -$417K | – | 940 |
|
|
2024
Q2 | $417K | Sell |
3,902
-577
| -13% | -$68.1K | 0.02% | 598 |
|
|
2024
Q1 | $596K | Sell |
4,479
-4
| -0.1% | -$551 | 0.03% | 507 |
|
|
2023
Q4 | $637K | Buy |
4,483
+185
| +4% | +$21.9K | 0.03% | 460 |
|
|
2023
Q3 | $458K | Sell |
4,298
-76
| -2% | -$10.2K | 0.03% | 549 |
|
|
2023
Q2 | $628K | Sell |
4,374
-418
| -9% | -$61.5K | 0.03% | 464 |
|
|
2023
Q1 | $688K | Buy |
4,792
+366
| +8% | +$53.1K | 0.04% | 424 |
|
|
2022
Q4 | $626K | Buy |
4,426
+450
| +11% | +$67K | 0.04% | 446 |
|
|
2022
Q3 | $541K | Sell |
3,976
-1,294
| -25% | -$201K | 0.04% | 465 |
|
|
2022
Q2 | $821K | Buy |
5,270
+571
| +12% | +$90.5K | 0.06% | 339 |
|
|
2022
Q1 | $753K | Buy |
4,699
+151
| +3% | +$21.4K | 0.04% | 384 |
|
|
2021
Q4 | $639K | Buy |
4,548
+47
| +1% | +$5.71K | 0.04% | 436 |
|
|
2021
Q3 | $431K | Sell |
4,501
-2,407
| -35% | -$231K | 0.03% | 556 |
|
|
2021
Q2 | $687K | Buy |
6,908
+2,989
| +76% | +$325K | 0.04% | 404 |
|
|
2021
Q1 | $449K | Sell |
3,919
-3,254
| -45% | -$350K | 0.03% | 473 |
|
|
2020
Q4 | $775K | Buy |
7,173
+3,257
| +83% | +$327K | 0.05% | 337 |
|
|
2020
Q3 | $358K | Sell |
3,916
-71
| -2% | -$6.68K | 0.03% | 471 |
|
|
2020
Q2 | $369K | Sell |
3,987
-577
| -13% | -$48.1K | 0.04% | 442 |
|
|
2020
Q1 | $336K | Sell |
4,564
-419
| -8% | -$35.7K | 0.04% | 419 |
|
|
2019
Q4 | $469K | Sell |
4,983
-56
| -1% | -$5.88K | 0.05% | 427 |
|
|
2019
Q3 | $575K | Buy |
5,039
+78
| +2% | +$8.16K | 0.06% | 357 |
|
|
2019
Q2 | $532K | Buy |
4,961
+70
| +1% | +$7.36K | 0.06% | 377 |
|
|
2019
Q1 | $514K | Sell |
4,891
-129
| -3% | -$12.7K | 0.06% | 358 |
|
|
2018
Q4 | $453K | Buy |
5,020
+499
| +11% | +$42.1K | 0.06% | 356 |
|
|
2018
Q3 | $368K | Sell |
4,521
-139
| -3% | -$12.2K | 0.05% | 446 |
|
|
2018
Q2 | $396K | Buy |
4,660
+183
| +4% | +$16.9K | 0.05% | 401 |
|
|
2018
Q1 | $425K | Sell |
4,477
-2,207
| -33% | -$231K | 0.06% | 389 |
|
|
2017
Q4 | $717K | Sell |
6,684
-663
| -9% | -$64.8K | 0.1% | 247 |
|
|
2017
Q3 | $638K | Buy |
7,347
+2,123
| +41% | +$162K | 0.09% | 267 |
|
|
2017
Q2 | $365K | Sell |
5,224
-1,397
| -21% | -$108K | 0.06% | 382 |
|
|
2017
Q1 | $519K | Buy |
6,621
+35
| +0.5% | +$2.69K | 0.09% | 277 |
|
|
2016
Q4 | $508K | Sell |
6,586
-38
| -0.6% | -$3.06K | 0.1% | 266 |
|
|
2016
Q3 | $522K | Buy |
6,624
+1,542
| +30% | +$139K | 0.11% | 248 |
|
|
2016
Q2 | $479K | Buy |
5,082
+256
| +5% | +$21.7K | 0.11% | 231 |
|
|
2016
Q1 | $398K | Buy |
4,826
+295
| +7% | +$23.3K | 0.09% | 257 |
|
|
2015
Q4 | $350K | Sell |
4,531
-609
| -12% | -$42.6K | 0.08% | 285 |
|
|
2015
Q3 | $343K | Sell |
5,140
-581
| -10% | -$43.6K | 0.09% | 279 |
|
|
2015
Q2 | $452K | Buy |
5,721
+85
| +2% | +$6.72K | 0.11% | 231 |
|
|
2015
Q1 | $457K | Buy |
5,636
+1,086
| +24% | +$82.4K | 0.11% | 219 |
|
|
2014
Q4 | $320K | Buy |
4,550
+187
| +4% | +$11.8K | 0.08% | 292 |
|
|
2014
Q3 | $245K | Buy |
4,363
+325
| +8% | +$17.9K | 0.07% | 344 |
|
|
2014
Q2 | $220K | Sell |
4,038
-437
| -10% | -$23K | 0.06% | 381 |
|
|
2014
Q1 | $233K | Sell |
4,475
-11
| -0.2% | -$585 | 0.07% | 352 |
|
|
2013
Q4 | $254K | Sell |
4,486
-106
| -2% | -$6.11K | 0.07% | 329 |
|
|
2013
Q3 | $263K | Buy |
4,592
+83
| +2% | +$4.48K | 0.08% | 308 |
|
|
2013
Q2 | $229K | Buy |
+4,509
| New | +$220K | 0.08% | 312 |
|
Other funds holding DLTR
MRL
EIG
