Venturi Wealth Management’s Dollar Tree DLTR Stock Holding History

Venturi Wealth Management’s Portfolio DLTR Stock Details DLTR Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$239K	Buy
2025 Q3	–	Sell
2025 Q2	$239K	Sell
2025 Q1	$469K	Sell
2024 Q4	$483K	Buy
2024 Q3	$332K	Buy
2024 Q2	$277K	Buy
2024 Q1	$17.6K	Buy
2023 Q4	$1.56K	Buy
2023 Q3	$1.06K	Buy