West Oak Capital’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 | $2 | Hold |
2
| – | – | ﹤0.01% | 289 |
|
|
2025
Q1 | $2 | Hold |
2
| – | – | ﹤0.01% | 293 |
|
|
2024
Q4 | $1K | Hold |
2
| – | – | ﹤0.01% | 300 |
|
|
2024
Q3 | $1 | Buy |
+2
| New | +$1 | ﹤0.01% | 303 |
|
|
2018
Q2 | – | Sell |
-550
| Closed | -$52.2K | – | 338 |
|
|
2018
Q1 | $52.2K | Hold |
550
| – | – | 0.03% | 178 |
|
|
2017
Q4 | $59K | Buy |
+550
| New | +$59K | 0.04% | 161 |
|
|
2017
Q2 | – | Sell |
-251
| Closed | -$17.5K | – | 353 |
|
|
2017
Q1 | $17.5K | Sell |
251
-149
| -37% | -$10.4K | 0.01% | 256 |
|
|
2016
Q4 | $30.9K | Hold |
400
| – | – | 0.02% | 213 |
|
|
2016
Q3 | $31.6K | Hold |
400
| – | – | 0.02% | 212 |
|
|
2016
Q2 | $37.7K | Hold |
400
| – | – | 0.03% | 180 |
|
|
2016
Q1 | $33K | Hold |
400
| – | – | 0.03% | 165 |
|
|
2015
Q4 | $30.9K | Buy |
+400
| New | +$30.9K | 0.02% | 170 |
|