United Capital 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
Q2 | $560K | Buy |
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|
2025
Q1 | $409K | Sell |
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|
2024
Q4 | $747K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $349K | Sell |
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|
2024
Q1 | $567K | Sell |
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|
2023
Q4 | $606K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $228K | Hold |
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|
2022
Q4 | $225K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $248K | Buy |
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|
2022
Q1 | $234K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $201K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $424K | Sell |
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|
2020
Q1 | $377K | Sell |
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|
2019
Q4 | $674K | Buy |
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|
2019
Q3 | $653K | Sell |
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|
2019
Q2 | $677K | Buy |
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|
2019
Q1 | $571K | Buy |
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|
2018
Q4 | $341K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $333K | Buy |
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|
2017
Q4 | $252K | Sell |
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|
2017
Q3 | $333K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $263K | Sell |
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|
2016
Q2 | $364K | Sell |
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|
2016
Q1 | $479K | Buy |
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|
2015
Q4 | $405K | Sell |
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|
2015
Q3 | $385K | Buy |
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|
2015
Q2 | $277K | Sell |
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|
2015
Q1 | $306K | Sell |
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|
2014
Q4 | $294K | Buy |
|