Waverly Advisors’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $378K | Buy |
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|
2025
Q4 | $402K | Buy |
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|
2025
Q3 | $287K | Buy |
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|
2025
Q2 | $268K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $260K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $6K | Sell |
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|
2014
Q3 | $38K | Buy |
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|
2014
Q2 | $33K | Hold |
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|
2014
Q1 | $31K | Hold |
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|
2013
Q4 | $34K | Buy |
|