Perigon Wealth Management’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $988K | Buy |
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|
2025
Q2 | $801K | Buy |
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|
2025
Q1 | $600K | Sell |
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|
2024
Q4 | $502K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $262K | Sell |
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|
2024
Q1 | $314K | Sell |
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|
2023
Q4 | $281K | Buy |
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|
2023
Q3 | $215K | Buy |
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|
2023
Q2 | $263K | Buy |
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|
2023
Q1 | $210K | Sell |
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|
2022
Q4 | $311K | Buy |
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|
2022
Q3 | $291K | Buy |
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|
2022
Q2 | $296K | Buy |
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|
2022
Q1 | $229K | Buy |
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|
2021
Q4 | $226K | Sell |
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|
2021
Q3 | $242K | Sell |
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|
2021
Q2 | $337K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $161K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $7K | Buy |
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|
2016
Q4 | $5K | Buy |
|