Summit Trail 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
$2.39M Buy
2024
Q4
Sell
2024
Q3
$596K Sell
2024
Q2
$1.11M Buy
2024
Q1
$580K Buy
2023
Q4
$418K Buy
2023
Q3
$273K Sell
2023
Q2
$385K Buy
2023
Q1
$324K Sell
2022
Q4
$373K Buy
2022
Q3
$351K Sell
2022
Q2
$426K Buy
2022
Q1
$413K Buy
2018
Q1
Sell
2017
Q4
$42K Buy