Sequoia Financial 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
Q3 | $741K | Buy |
|
|||||
|
2025
Q2 | $574K | Buy |
|
|||||
|
2025
Q1 | $313K | Sell |
|
|||||
|
2024
Q4 | $380K | Buy |
|
|||||
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $490K | Sell |
|
|||||
|
2024
Q1 | $673K | Sell |
|
|||||
|
2023
Q4 | $834K | Buy |
|
|||||
|
2023
Q3 | $317K | Sell |
|
|||||
|
2023
Q2 | $498K | Buy |
|
|||||
|
2023
Q1 | $425K | Sell |
|
|||||
|
2022
Q4 | $447K | Buy |
|
|||||
|
2022
Q3 | $229K | Sell |
|
|||||
|
2022
Q2 | $402K | Buy |
|
|||||
|
2022
Q1 | $336K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $2.36M | Buy |
|
|||||
|
2018
Q1 | $2.41M | Buy |
|
|||||
|
2017
Q4 | $2.56M | Buy |
|
|||||
|
2017
Q3 | $1.98M | Buy |
|