Waverly Advisors’s Dollar Tree DLTR Stock Holding History

Waverly Advisors’s Portfolio DLTR Stock Details DLTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$268K	Buy
2024 Q3	–	Sell
2024 Q2	$260K	Buy
2015 Q1	–	Sell
2014 Q4	$6K	Sell
2014 Q3	$38K	Buy
2014 Q2	$33K	Hold
2014 Q1	$31K	Hold
2013 Q4	$34K	Buy