Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Dollar General DG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.16M Buy
27,678
+5,327
+24% +$608K 0.01% 1119
2025
Q1
$1.97M Buy
22,351
+10,209
+84% +$898K ﹤0.01% 1251
2024
Q4
$921K Buy
12,142
+5,171
+74% +$392K ﹤0.01% 1587
2024
Q3
$590K Sell
6,971
-3,078
-31% -$260K ﹤0.01% 1699
2024
Q2
$1.33M Buy
10,049
+71
+0.7% +$9.39K ﹤0.01% 1156
2024
Q1
$1.56M Buy
9,978
+166
+2% +$25.9K ﹤0.01% 1055
2023
Q4
$1.33M Buy
9,812
+80
+0.8% +$10.9K ﹤0.01% 1045
2023
Q3
$1.03M Sell
9,732
-3,673
-27% -$389K ﹤0.01% 1079
2023
Q2
$2.28M Sell
13,405
-1,046
-7% -$178K 0.02% 186
2023
Q1
$3.04M Buy
+14,451
New +$3.04M 0.04% 170
2022
Q3
Sell
-11,172
Closed -$2.83M 335
2022
Q2
$2.83M Buy
11,172
+4,578
+69% +$1.16M 0.04% 178
2022
Q1
$1.49M Buy
6,594
+152
+2% +$34.4K 0.02% 208
2021
Q4
$1.33M Sell
6,442
-32,411
-83% -$6.67M 0.02% 203
2021
Q3
$8.61M Buy
+38,853
New +$8.61M 0.13% 80
2021
Q2
Sell
-12,802
Closed -$2.63M 276
2021
Q1
$2.63M Buy
12,802
+595
+5% +$122K 0.05% 132
2020
Q4
$2.58M Buy
12,207
+5,084
+71% +$1.07M 0.06% 105
2020
Q3
$1.57M Sell
7,123
-262
-4% -$57.8K 0.04% 150
2020
Q2
$1.44M Buy
+7,385
New +$1.44M 0.04% 152
2019
Q3
Sell
-8,424
Closed -$1.14M 205
2019
Q2
$1.14M Buy
+8,424
New +$1.14M 0.05% 143