Wedmont Private Capital’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $639K | Buy |
5,692
+531
| +10% | +$59.7K | 0.03% | 364 |
|
2025
Q1 | $460K | Buy |
+5,161
| New | +$460K | 0.02% | 405 |
|
2024
Q2 | – | Sell |
-1,449
| Closed | -$222K | – | 650 |
|
2024
Q1 | $222K | Buy |
+1,449
| New | +$222K | 0.02% | 541 |
|
2023
Q3 | – | Sell |
-1,511
| Closed | -$247K | – | 513 |
|
2023
Q2 | $247K | Buy |
+1,511
| New | +$247K | 0.03% | 431 |
|
2023
Q1 | – | Sell |
-2,026
| Closed | -$504K | – | 474 |
|
2022
Q4 | $504K | Buy |
2,026
+193
| +11% | +$48K | 0.08% | 203 |
|
2022
Q3 | $440K | Buy |
1,833
+880
| +92% | +$211K | 0.09% | 177 |
|
2022
Q2 | $234K | Buy |
+953
| New | +$234K | 0.05% | 288 |
|