Perigon Wealth Management’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
Sell
2025
Q1
$222K Buy
2024
Q4
Sell
2024
Q3
$367K Buy
2024
Q2
$463K Buy
2024
Q1
$459K Buy
2023
Q4
$382K Sell
2023
Q3
$413K Buy
2023
Q2
$425K Sell
2023
Q1
$429K Buy
2021
Q4
Sell
2021
Q3
$301K Buy
2020
Q4
Sell
2020
Q3
$372K Buy