WLPWM
Walled Lake Planning & Wealth Management’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.94M | Buy |
43,150
+270
| +0.6% | +$30.9K | 1.61% | 18 |
|
|
2025
Q1 | $3.77M | Buy |
42,880
+32,187
| +301% | +$2.83M | 1.34% | 23 |
|
|
2024
Q4 | $811K | Sell |
10,693
-25,870
| -71% | -$1.96M | 0.3% | 49 |
|
|
2024
Q3 | $3.09M | Buy |
36,563
+266
| +0.7% | +$22.5K | 1.16% | 28 |
|
|
2024
Q2 | $4.8M | Sell |
36,297
-753
| -2% | -$99.6K | 1.96% | 19 |
|
|
2024
Q1 | $5.78M | Sell |
37,050
-88
| -0.2% | -$13.7K | 2.37% | 18 |
|
|
2023
Q4 | $5.05M | Buy |
37,138
+332
| +0.9% | +$45.1K | 2.35% | 19 |
|
|
2023
Q3 | $3.89M | Buy |
+36,806
| New | +$3.89M | 1.95% | 22 |
|