MWM
Moran Wealth Management’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-37,077
| Closed | -$5.79M | – | 399 |
|
|
2024
Q1 | $5.79M | Sell |
37,077
-61,120
| -62% | -$9.54M | 0.19% | 152 |
|
|
2023
Q4 | $13.3M | Sell |
98,197
-19,183
| -16% | -$2.61M | 0.47% | 70 |
|
|
2023
Q3 | $12.4M | Buy |
117,380
+3,190
| +3% | +$338K | 0.48% | 75 |
|
|
2023
Q2 | $19.4M | Sell |
114,190
-3,007
| -3% | -$511K | 0.73% | 37 |
|
|
2023
Q1 | $24.7M | Buy |
117,197
+1,975
| +2% | +$416K | 0.93% | 18 |
|
|
2022
Q4 | $28.4M | Buy |
+115,222
| New | +$28.4M | 1.08% | 18 |
|