PPWM
PFG Private Wealth Management’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-17
| Closed | -$1.5K | – | 104 |
|
|
2025
Q1 | $1.5K | Hold |
17
| – | – | ﹤0.01% | 235 |
|
|
2024
Q4 | $1.29K | Sell |
17
-5
| -23% | -$379 | ﹤0.01% | 206 |
|
|
2024
Q3 | $1.86K | Hold |
22
| – | – | ﹤0.01% | 204 |
|
|
2024
Q2 | $2.91K | Sell |
22
-1,300
| -98% | -$172K | ﹤0.01% | 184 |
|
|
2024
Q1 | $206K | Buy |
1,322
+8
| +0.6% | +$1.25K | 0.13% | 49 |
|
|
2023
Q4 | $179K | Buy |
1,314
+1,140
| +655% | +$155K | 0.12% | 47 |
|
|
2023
Q3 | $18.4K | Sell |
174
-139
| -44% | -$14.7K | 0.01% | 168 |
|
|
2023
Q2 | $53.1K | Buy |
313
+291
| +1,323% | +$49.4K | 0.03% | 145 |
|
|
2023
Q1 | $4.63K | Hold |
22
| – | – | ﹤0.01% | 235 |
|
|
2022
Q4 | $5K | Hold |
22
| – | – | ﹤0.01% | 216 |
|
|
2022
Q3 | $5K | Hold |
22
| – | – | ﹤0.01% | 210 |
|
|
2022
Q2 | $5K | Hold |
22
| – | – | ﹤0.01% | 218 |
|
|
2022
Q1 | $5K | Sell |
22
-1,695
| -99% | -$385K | ﹤0.01% | 218 |
|
|
2021
Q4 | $405K | Buy |
1,717
+195
| +13% | +$46K | 0.21% | 41 |
|
|
2021
Q3 | $323K | Buy |
1,522
+28
| +2% | +$5.94K | 0.19% | 46 |
|
|
2021
Q2 | $323K | Buy |
1,494
+249
| +20% | +$53.8K | 0.21% | 45 |
|
|
2021
Q1 | $252K | Buy |
+1,245
| New | +$252K | 0.17% | 49 |
|