OneDigital Investment 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 | $497K | Buy |
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|
2025
Q1 | $318K | Buy |
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|
2024
Q4 | $207K | Sell |
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|
2024
Q3 | $226K | Buy |
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|
2024
Q2 | $304K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $218K | Sell |
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|
2023
Q1 | $264K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $3K | Sell |
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|
2019
Q1 | $19K | Sell |
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|
2018
Q4 | $35K | Buy |
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|
2018
Q3 | $16K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $90K | Buy |
|