LW
Linscomb Wealth’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6M | Buy |
110,344
+1,588
| +1% | +$182K | 0.58% | 32 |
|
|
2025
Q1 | $9.56M | Buy |
108,756
+4,004
| +4% | +$352K | 0.48% | 46 |
|
|
2024
Q4 | $7.94M | Buy |
+104,752
| New | +$7.94M | 0.4% | 58 |
|
|
2020
Q2 | – | Sell |
-2,735
| Closed | -$413K | – | 316 |
|
|
2020
Q1 | $413K | Sell |
2,735
-1,874
| -41% | -$283K | 0.04% | 285 |
|
|
2019
Q4 | $719K | Buy |
+4,609
| New | +$719K | 0.05% | 277 |
|