Wealthfront Advisers’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.37M | Buy |
44,135
+37,508
| +566% | +$3.71M | 0.01% | 408 |
|
|
2025
Q1 | $497K | Sell |
6,627
-308
| -4% | -$23.1K | ﹤0.01% | 783 |
|
|
2024
Q4 | $520K | Buy |
+6,935
| New | +$520K | ﹤0.01% | 773 |
|
|
2024
Q3 | – | Sell |
-5,653
| Closed | -$604K | – | 912 |
|
|
2024
Q2 | $604K | Sell |
5,653
-5,114
| -47% | -$546K | ﹤0.01% | 717 |
|
|
2024
Q1 | $1.43M | Buy |
10,767
+74
| +0.7% | +$9.85K | 0.01% | 547 |
|
|
2023
Q4 | $1.52M | Buy |
10,693
+4,125
| +63% | +$586K | 0.01% | 515 |
|
|
2023
Q3 | $699K | Sell |
6,568
-265
| -4% | -$28.2K | ﹤0.01% | 624 |
|
|
2023
Q2 | $981K | Sell |
6,833
-1,870
| -21% | -$268K | ﹤0.01% | 560 |
|
|
2023
Q1 | $1.25M | Sell |
8,703
-2,543
| -23% | -$365K | 0.01% | 490 |
|
|
2022
Q4 | $1.59M | Sell |
11,246
-14,245
| -56% | -$2.01M | 0.01% | 451 |
|
|
2022
Q3 | $3.47M | Sell |
25,491
-32
| -0.1% | -$4.36K | 0.02% | 247 |
|
|
2022
Q2 | $3.98M | Buy |
25,523
+11,952
| +88% | +$1.86M | 0.02% | 225 |
|
|
2022
Q1 | $2.17M | Buy |
13,571
+8,095
| +148% | +$1.3M | 0.01% | 381 |
|
|
2021
Q4 | $769K | Buy |
5,476
+2,347
| +75% | +$330K | ﹤0.01% | 525 |
|
|
2021
Q3 | $299K | Buy |
3,129
+108
| +4% | +$10.3K | ﹤0.01% | 618 |
|
|
2021
Q2 | $301K | Sell |
3,021
-1,429
| -32% | -$142K | ﹤0.01% | 575 |
|
|
2021
Q1 | $509K | Buy |
4,450
+1,081
| +32% | +$124K | ﹤0.01% | 458 |
|
|
2020
Q4 | $364K | Buy |
3,369
+833
| +33% | +$90K | ﹤0.01% | 474 |
|
|
2020
Q3 | $232K | Sell |
2,536
-603
| -19% | -$55.2K | ﹤0.01% | 489 |
|
|
2020
Q2 | $291K | Buy |
+3,139
| New | +$291K | ﹤0.01% | 456 |
|
|
2020
Q1 | – | Sell |
-4,337
| Closed | -$408K | – | 449 |
|
|
2019
Q4 | $408K | Buy |
4,337
+771
| +22% | +$72.5K | ﹤0.01% | 423 |
|
|
2019
Q3 | $407K | Sell |
3,566
-3,385
| -49% | -$386K | ﹤0.01% | 398 |
|
|
2019
Q2 | $746K | Buy |
6,951
+3,607
| +108% | +$387K | 0.01% | 328 |
|
|
2019
Q1 | $351K | Buy |
3,344
+197
| +6% | +$20.7K | ﹤0.01% | 408 |
|
|
2018
Q4 | $284K | Buy |
+3,147
| New | +$284K | ﹤0.01% | 403 |
|