Oakview Capital Management’s Dollar Tree DLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-25,643
Closed -$2.74M 13
2024
Q2
$2.74M Sell
25,643
-34,975
-58% -$3.73M 8.61% 4
2024
Q1
$8.07M Sell
60,618
-96,034
-61% -$12.8M 8.41% 3
2023
Q4
$22.3M Buy
156,652
+5,421
+4% +$770K 9.28% 2
2023
Q3
$16.1M Buy
+151,231
New +$16.1M 7.13% 6