Venturi Wealth Management’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Sell |
2,413
-3,828
| -61% | -$379K | 0.01% | 477 |
|
|
2025
Q1 | $469K | Sell |
6,241
-198
| -3% | -$14.9K | 0.02% | 334 |
|
|
2024
Q4 | $483K | Buy |
6,439
+1,718
| +36% | +$129K | 0.02% | 346 |
|
|
2024
Q3 | $332K | Buy |
4,721
+2,127
| +82% | +$150K | 0.02% | 366 |
|
|
2024
Q2 | $277K | Buy |
2,594
+2,462
| +1,865% | +$263K | 0.02% | 358 |
|
|
2024
Q1 | $17.6K | Buy |
132
+121
| +1,100% | +$16.1K | ﹤0.01% | 772 |
|
|
2023
Q4 | $1.56K | Buy |
11
+1
| +10% | +$142 | ﹤0.01% | 1270 |
|
|
2023
Q3 | $1.07K | Buy |
+10
| New | +$1.07K | ﹤0.01% | 1286 |
|