Venturi Wealth Management’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $710K | Buy |
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|
2025
Q2 | $618K | Buy |
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|
2025
Q1 | $259K | Buy |
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|
2024
Q4 | $37.8K | Buy |
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|
2024
Q3 | $18.6K | Buy |
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|
2024
Q2 | $21.2K | Buy |
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|
2024
Q1 | $16.9K | Buy |
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|
2023
Q4 | $8.02K | Sell |
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|
2023
Q3 | $36.1K | Buy |
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|
2023
Q2 | $40.6K | Sell |
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|
2023
Q1 | $62.3K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $842K | Hold |
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|
2017
Q4 | $837K | Buy |
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|
2017
Q3 | $655K | Buy |
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|
2017
Q2 | $433K | Buy |
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|
2017
Q1 | $290K | Buy |
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