Northwestern Mutual Wealth Management’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $72.9K | Sell |
736
-453
| -38% | -$44.9K | ﹤0.01% | 2116 |
|
|
2025
Q1 | $89.3K | Buy |
1,189
+435
| +58% | +$32.7K | ﹤0.01% | 1971 |
|
|
2024
Q4 | $56.5K | Sell |
754
-477
| -39% | -$35.7K | ﹤0.01% | 2141 |
|
|
2024
Q3 | $86.6K | Sell |
1,231
-1,729
| -58% | -$122K | ﹤0.01% | 1957 |
|
|
2024
Q2 | $316K | Buy |
2,960
+1,490
| +101% | +$159K | ﹤0.01% | 1408 |
|
|
2024
Q1 | $196K | Buy |
1,470
+643
| +78% | +$85.6K | ﹤0.01% | 1562 |
|
|
2023
Q4 | $117K | Buy |
827
+122
| +17% | +$17.3K | ﹤0.01% | 1729 |
|
|
2023
Q3 | $75K | Sell |
705
-158
| -18% | -$16.8K | ﹤0.01% | 1827 |
|
|
2023
Q2 | $124K | Sell |
863
-728
| -46% | -$104K | ﹤0.01% | 1633 |
|
|
2023
Q1 | $228K | Sell |
1,591
-4,288
| -73% | -$616K | ﹤0.01% | 1388 |
|
|
2022
Q4 | $832K | Sell |
5,879
-929
| -14% | -$131K | ﹤0.01% | 930 |
|
|
2022
Q3 | $926K | Buy |
6,808
+228
| +3% | +$31K | ﹤0.01% | 846 |
|
|
2022
Q2 | $1.03M | Buy |
6,580
+546
| +9% | +$85.1K | ﹤0.01% | 813 |
|
|
2022
Q1 | $966K | Sell |
6,034
-1,173
| -16% | -$188K | ﹤0.01% | 860 |
|
|
2021
Q4 | $1.01M | Sell |
7,207
-2,159
| -23% | -$304K | ﹤0.01% | 825 |
|
|
2021
Q3 | $897K | Sell |
9,366
-97,805
| -91% | -$9.37M | ﹤0.01% | 791 |
|
|
2021
Q2 | $10.7M | Buy |
107,171
+13,058
| +14% | +$1.3M | 0.02% | 248 |
|
|
2021
Q1 | $10.8M | Buy |
94,113
+90,850
| +2,784% | +$10.4M | 0.02% | 232 |
|
|
2020
Q4 | $353K | Sell |
3,263
-32
| -1% | -$3.46K | ﹤0.01% | 945 |
|
|
2020
Q3 | $300K | Sell |
3,295
-107
| -3% | -$9.74K | ﹤0.01% | 899 |
|
|
2020
Q2 | $315K | Sell |
3,402
-4,779
| -58% | -$443K | ﹤0.01% | 832 |
|
|
2020
Q1 | $601K | Buy |
8,181
+5,065
| +163% | +$372K | ﹤0.01% | 596 |
|
|
2019
Q4 | $293K | Buy |
3,116
+1,127
| +57% | +$106K | ﹤0.01% | 823 |
|
|
2019
Q3 | $227K | Buy |
1,989
+86
| +5% | +$9.82K | ﹤0.01% | 849 |
|
|
2019
Q2 | $204K | Sell |
1,903
-394
| -17% | -$42.2K | ﹤0.01% | 881 |
|
|
2019
Q1 | $241K | Buy |
2,297
+541
| +31% | +$56.8K | ﹤0.01% | 806 |
|
|
2018
Q4 | $159K | Sell |
1,756
-839
| -32% | -$76K | ﹤0.01% | 852 |
|
|
2018
Q3 | $212K | Buy |
2,595
+515
| +25% | +$42.1K | ﹤0.01% | 789 |
|
|
2018
Q2 | $177K | Buy |
2,080
+106
| +5% | +$9.02K | ﹤0.01% | 796 |
|
|
2018
Q1 | $188K | Sell |
1,974
-4,571
| -70% | -$435K | ﹤0.01% | 760 |
|
|
2017
Q4 | $702K | Buy |
6,545
+5,651
| +632% | +$606K | ﹤0.01% | 441 |
|
|
2017
Q3 | $77K | Buy |
894
+701
| +363% | +$60.4K | ﹤0.01% | 967 |
|
|
2017
Q2 | $13K | Sell |
193
-127
| -40% | -$8.55K | ﹤0.01% | 1514 |
|
|
2017
Q1 | $26K | Sell |
320
-283
| -47% | -$23K | ﹤0.01% | 1239 |
|
|
2016
Q4 | $46K | Buy |
+603
| New | +$46K | ﹤0.01% | 1049 |
|
|
2016
Q3 | – | Sell |
-575
| Closed | -$54K | – | 503 |
|
|
2016
Q2 | $54K | Sell |
575
-537
| -48% | -$50.4K | ﹤0.01% | 887 |
|
|
2016
Q1 | $91K | Buy |
1,112
+990
| +811% | +$81K | ﹤0.01% | 727 |
|
|
2015
Q4 | $9K | Sell |
122
-846
| -87% | -$62.4K | ﹤0.01% | 1185 |
|
|
2015
Q3 | $66K | Sell |
968
-112
| -10% | -$7.64K | ﹤0.01% | 659 |
|
|
2015
Q2 | $87K | Buy |
1,080
+26
| +2% | +$2.09K | ﹤0.01% | 578 |
|
|
2015
Q1 | $85K | Buy |
1,054
+85
| +9% | +$6.86K | ﹤0.01% | 562 |
|
|
2014
Q4 | $68K | Buy |
969
+380
| +65% | +$26.7K | ﹤0.01% | 593 |
|
|
2014
Q3 | $33K | Buy |
589
+449
| +321% | +$25.2K | ﹤0.01% | 695 |
|
|
2014
Q2 | $8K | Hold |
140
| – | – | ﹤0.01% | 927 |
|
|
2014
Q1 | $7K | Sell |
140
-102
| -42% | -$5.1K | ﹤0.01% | 927 |
|
|
2013
Q4 | $14K | Buy |
+242
| New | +$14K | ﹤0.01% | 849 |
|
|
2013
Q3 | – | Sell |
-125
| Closed | -$6K | – | 1370 |
|
|
2013
Q2 | $6K | Buy |
+125
| New | +$6K | ﹤0.01% | 925 |
|