Lifeworks Advisors’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
$808K Sell
2025
Q1
$657K Buy
2024
Q4
$544K Buy
2024
Q3
$421K Buy
2024
Q2
$574K Buy
2024
Q1
$674K Sell
2023
Q4
$722K Sell
2023
Q3
$590K Sell
2023
Q2
$814K Sell
2023
Q1
$822K Sell
2022
Q4
$854K Buy
2022
Q3
$952K Sell
2022
Q2
$1.1M Buy
2022
Q1
$1.13M Sell
2021
Q4
$1.9M Buy