LWAM
Legacy Wealth Asset Management’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.33M | Buy |
20,337
+82
| +0.4% | +$9.38K | 0.59% | 32 |
|
|
2025
Q1 | $1.78M | Buy |
20,255
+5,273
| +35% | +$464K | 0.49% | 48 |
|
|
2024
Q4 | $1.14M | Sell |
14,982
-2,644
| -15% | -$200K | 0.31% | 85 |
|
|
2024
Q3 | $1.49M | Buy |
17,626
+944
| +6% | +$79.8K | 0.4% | 69 |
|
|
2024
Q2 | $2.21M | Buy |
16,682
+14,399
| +631% | +$1.9M | 0.62% | 30 |
|
|
2024
Q1 | $356K | Buy |
2,283
+104
| +5% | +$16.2K | 0.1% | 277 |
|
|
2023
Q4 | $296K | Buy |
2,179
+266
| +14% | +$36.2K | 0.1% | 292 |
|
|
2023
Q3 | $202K | Buy |
1,913
+77
| +4% | +$8.15K | 0.07% | 322 |
|
|
2023
Q2 | $312K | Buy |
1,836
+31
| +2% | +$5.26K | 0.11% | 283 |
|
|
2023
Q1 | $380K | Buy |
1,805
+19
| +1% | +$4K | 0.14% | 265 |
|
|
2022
Q4 | $440K | Buy |
1,786
+23
| +1% | +$5.66K | 0.17% | 216 |
|
|
2022
Q3 | $423K | Buy |
+1,763
| New | +$423K | 0.18% | 195 |
|