Walled Lake Planning & Wealth Management’s Dollar General DG Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio DG Stock Details DG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.94M	Buy
2025 Q1	$3.77M	Buy
2024 Q4	$811K	Sell
2024 Q3	$3.09M	Buy
2024 Q2	$4.8M	Sell
2024 Q1	$5.78M	Sell
2023 Q4	$5.05M	Buy
2023 Q3	$3.89M	Buy